Core Investment Strategy

Sustainable Foundations

Our core-investment strategy adheres to a proven process enabling us to develop investment profiles based on a long-term
approach to strategic asset allocation. As the foundation to our investment process, core-strategies are used as a point of
reference by which bespoke portfolios are designed in line with each client's unique investment objectives.

Fixed Income

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Multi-asset defensive

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Multi-asset conservative

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Multi-asset balanced

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Multi-asset growth

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Equity Focus

Risk managed to preserve capital spending power with assets allocated to quality fixed income and liquid cash positions.

Portfolios designed to accommodate your needs

Custom portfolios designed around the unique circumstances and requirements of each client

To accommodate a range of investor needs, our core-investment strategies are constantly tuned to deliver upon performance outcomes in consideration of the levels of risk assumed.

Clients whose objectives are to preserve the value of accumulated wealth would typically seek the benefits of a low risk, fixed return core-investment strategy.

Investors whose preferences target wealth accumulation in line with increased exposure to risk, would be more suited to an aggressive growth core-strategy.

Understanding your tolerance towards risk

To determine an asset allocation policy that targets a specific outcome, understanding how exposure to risk effects portfolio performance is critical to the success of the investment experience.

Essentially, risk tolerance creates a unique measure of expectation, which serves as a personal benchmark as performance is measured in line with a set of predetermined assumptions.

At Evans Chamberlain Asset Management, we work closely with clients as together we determine an optimum level by which returns on investment are compliment by an acceptable range of exposures toward risk.

Using the unique risk/reward measure, we develop portfolios with client expectations at the core of each strategy.

As markets evolve, our active management style seeks to balance the allocation of assets as we capitalize favorable conditions whilst defending against volatility during periods of market duress.

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