Elite Hasley Diversifier Portfolio
Aim: To maximize the long term total rate of return on a low risk basis.
IMA Sector: Specialist
We aim to achieve this goal through investment in a variety of absolute return, hedge and other assets which have a low correlation to equities.
On a generational basis equities are the top performing asset class. Over shorter term horizons equities tend to be volatile and unpredictable and subject to severe drawdowns.
It will therefore invest in such assets as onshore and offshore absolute return funds and other assets with absolute return or diversifying characteristics.
Importantly the Fund can make use of its permission to hold 20% of its assets in Unregulated Collective Investment Schemes, which are frequently considered unsuitable for direct sale to retail investors. Hasley is well acquainted with this sector and undertakes rigorous due diligence on the selected managers. Such schemes provide interesting investment opportunities which are often uncorrelated with other sectors of the market.