HS Global Flexible
Long-term capital appreciation through a well-diversified portfolio with a flexible asset allocation strategy. Designed for investors seeking higher returns while maintaining a capital preservation focus.
Time Horizon
5+ years
Target Return
U.S. inflation + 4%
Key Features
- Long-term capital appreciation
- Well-diversified portfolio across geographical regions
- Flexible asset allocation strategy
- Core satellite portfolio construction approach
Investment Strategy
To achieve the investment objective, the model invests in a well-diversified portfolio consisting of listed equities, bonds, cash, and alternative assets across geographical regions and uses a core satellite portfolio construction approach in order to establish an optimal risk-controlled solution while aiming at outperformance in the medium to longer term.
The portfolio has a capital preservation focus, with a flexible asset allocation strategy that seeks to minimise the risk of drawdown.
Investor Profile
The model is aimed at investors with a long-term (5 years or more) investment time horizon. It is best suited for investors who can accept some volatility in capital movements within in the short term but seek returns in excess of U.S long term inflation plus 4% (in $ terms) over a rolling 5-year period.
Key Features
Target Return
U.S. inflation + 4%
Returns in excess of U.S. inflation + 4% over a rolling 5 years period.
Changes in the USD/MUR exchange rate may have an effect on the value of the investment.
Ready to invest in HS Global Flexible?
Contact our team of investment professionals to learn more about how HS Global Flexible can help you achieve your financial goals.