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Home > HASLEY FUNDS > Multi Strategy

Elite Hasley
Multi-Strategy Portfolios

Aim: To maximise the annual total rate of return on a low to medium risk basis.

Multi-Manager Funds with a Defined Volatility Bands

A highly experienced management team headed by Richard Philbin
A suite of risk controlled portfolios, managed within defined volatility bands
Widely diversified portfolio with a broad range of asset classes
Selecting only consistently consistent funds and managers

At Hasley, we believe that a proper understanding of volatility and how to manage it is vital. Many clients have, over the years, paid the price of volatility in their portfolios. Remember, if an investment falls by 50% it has to rise by 100% to regain its starting position.

We have developed a rules based approach to the management of our fund so that an investor will always know where they stand. The portfolios therefore operate to defined volatility bands. This gives each fund a 'risk budget' to which we can match the appropriate asset and fund allocations.

We believe in blending the most talented and consistent managers in the most appropriate asset classes to provide diversification and control of volatility for our investors.

We screen, research (and can invest in) 18 distinct asset classes. History shows us that it is rare for any asset class to perform better than any other for two years running. Therefore we do not operate to fixed asset allocations but move, when appropriate.

Asset allocation is then reinforced by our research tool which analyses fund performance over 200 separate time periods to identify consistently consistent managers to place in the portfolios.

By combining these disciplines and by providing an innovative, transparent and disciplined approach to fund management, we aim to add value to our clients' portfolios.

Elite Hasley Multi-Strategy Portfolios
Fund Name	Volatility Range *	Typical Investor Profile
Multi-Strategy Portfolio I	0.00 - 4.5	Defensive
Multi-Strategy Portfolio II **	5.0 - 9.5	Cautious
Multi-Strategy Portfolio III	10.0 - 14.5	Balanced
Multi-Strategy Portfolio IV	15.0 - 19.5	Adventurous

* Annualised Standard Deviation (12 months)

** The Elite Hasley Multi-Strategy Portfolio was launched in August 2007. In April 2013, it changed its name to Elite Hasley Multi-Strategy II Portfolio.