A Quest for Genuine Diversification

QROPSAs the cliché goes, there are no free lunches, but when investing, diversification is as close to one as you will get.

At Intelligent Investments we believe that a lack of true diversification and overvaluation of certain assets has introduced more risk to portfolios than many investors may appreciate, despite on the face of it having exposure to multiple asset classes and holdings, making them vulnerable to unnecessary drawdowns.

Our Discretionary Investment Managers, including UK regulated Momentum Global Investment Management have been looking beyond traditional asset classes for investments that can improve both the risk and return characteristics of our clients’ portfolios.  This has led them to add holdings in certain ‘liquid alternative’ strategies and gold, which we believe will play a valuable role in portfolios going forward.

Click here to learn more and the rationale for these changes.

Click here to learn more the about benefits of having your investment or pension professionally managed by a UK regulated discretionary investment manager.

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