KAM Specialist Capital Portfolio

The KAM Specialist Capital Portfolio invests in a diversified range of asset classes including fixed income (both sovereign and corporate), equities, property, cash and 'alternative assets'. The service delivers a 'market-linked' return which is a function of the allocations towards these asset classes. A superior risk/reward profile is targeted through asset diversification, macro asset class analysis and individual security selection.

The portfolio is available to all Multi-Asset clients irrespective of tax requirements, risk tolerance and time horizon.

Factors for Consideration: Portfolios will be invested across a range of asset classes and are likely to include exposure to higher risk, more volatile, investments and strategies. Alternative assets may display greater volatility and/or poorer liquidity characteristics than traditional equities and bonds. The value of investments will vary and you may realise less than the sum originally invested.