THE ALL BAILIWICK PORTFOLIO

The All Bailiwick Investment Portfolio seeks to move portfolios toward an approach which is considered more of a multi asset class style of investing. Multi asset class investing means considering every asset class available, beyond the most common, to include alternative investments such as precious metals and forestry. Then, having gained exposure to many uncorrelated asset classes, we seek to increase or reduce the exposures as the investment conditions fluctuate. However, most individuals are not able to actively invest in diversified multi asset class portfolios, including areas like private equity. Well this Portfolio allows you to do just that. When portfolios are constructed using traditional investments due to the ‘relative return approach’, their performance is driven by that of the stock market generally – which can be in either direction. This Portfolio look to a build investment portfolios which are not solely reliant on stock markets going up in order to generate positive returns. So whilst a portfolio may have many holdings, given that they are likely to all move in the same direction, the portfolio does not actually benefit from ‘diversification’ in the manner in which we would like. We need holdings that are not driven by the same investment
conditions, so that some perform at times when others do not.

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CAUTIOUS

Min €5000

Suitable for investors who are cautious by nature or close to retirement and who seek steady growth but are willing to forego possible higher returns for steady performance and less volatility.


Benchmark Return: + 3% Weekly Return

Target Volatility: Global Corporate Bond Index

less 2%

Concentration Risk: Lower

Suggested Minimum Investment Time Horizon:

1 year

CONSERVATIVE

Min

 €100000

Suitable for investors who are conservative by nature or close to retirement and who seek steady growth but are willing to forego possible higher returns for steady performance and less volatility.


Benchmark Return: + 5% Weekly Return

Target Volatility: Global Corporate Bond Index

less 1%

Concentration Risk: Low - Medium

Suggested Minimum Investment Time Horizon:

3 years

CONSERVATIVE

Min

 €500000

Suitable for investors who are seeking longer term growth potential with at least a medium term time horizon and who are prepared to accept a moderate level of volatility of returns as the price for potential growth.


Benchmark Return: + 7% Weekly Return

Target Volatility: Global Corporate Bond Index

less 2%

Concentration Risk: Medium

Suggested Minimum Investment Time Horizon:

5 years

PROGRESSIVE

Min

 €1000000

Suitable for investors willing to accept a higher level of risk on their investments in return for potentially, higher returns in the longer run.


Benchmark Return: + 10% Weekly Return

Target Volatility: Global Corporate Bond Index

less 1%

Concentration Risk: Medium -High

Suggested Minimum Investment Time Horizon:

7 years

ADVENTUROUS

Min

 €10000000

Suitable for investors willing to accept a much higher level of risk on their investments in return for potentially, higher returns in the longer run.


Benchmark Return: + 15% Weekly Return

Target Volatility: Global Corporate Bond Index

less 2%

Concentration Risk: High

Suggested Minimum Investment Time Horizon:

10 years