Investment Capabilities

Multi-Asset Strategies

Multi-Asset Strategies

Our Approach

Our strategic asset allocation investment horizon is 3 to 5 years, we therefore start with an assessment of the current state of the world, while continuously looking for divergences between asset prices and fundamentals to provide tactical asset allocation opportunities.

ALUWANI GLOBAL BALANCED FUND

Our multi-asset class fund is a fully discretionary portfolio that invests both locally and abroad in major asset classes, and aims to achieve consistent superior performance by delivering real returns over the medium to longer term with a strong emphasis on risk management. The fund is suitable for institutional investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.



Download Fact Sheet

Contact Us

DOMESTIC BALANCED FUND

Our Domestic Balanced Fund is a multi-asset class fund that invests in major asset classes, and aims to achieve consistent superior performance by delivering real returns over the medium to longer term with a strong emphasis on risk management. The fund is suitable for institutional investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.

For more information on this product please contact us directly.



Contact Us

ALUWANI Conflicts of Interest Management Policy  |  Complaints Resolution Policy  |  Collective Investment Schemes Disclosures  |  Treating Customers Fairly Policy
Copyright © ALUWANI Capital Partners (Pty) Ltd. 2016 Reg no. 2015/112266/07 | An authorised financial service provider (license no. 46196)