Investment Portfolios

The portfolio is designed to embrace a range of complementary assets including traditional bond funds as well as alternative assets that are available in the marketplace.

The portfolio is unconstrained and has high exposure to equities, especially overseas and specialist asset classes that MAIA’s portfolio managers have identified as the best potential for possible growth over the long term. The funds are selected to provide a broad exposure to global markets.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process is undertaken on all funds. This then enables us to blend different funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict with each other. The complementary investment styles selected for this mandate will be incorporated within a dynamic strategic asset allocation.

Key Factors

  • Made up of a range of exchange traded funds selected to replicate preferred indices or themes
  • Set up for clients who are prepared to accept an above average level of risk to their capital
  • Capital appreciation from predominantly global thematic equity funds
  • Multi-asset approach
  • Benchmark – IA Flexible Investment
  • Distribution Technology Risk Rating: 8

Access to our portfolios

We offer fourteen risk-rated investment portfolios that can also be accessed on the following platforms: 

Related Documents

Image filename must match PDF filename and must be a jpg.
Adventurous-Smart-Beta-Portfolio-Bulletin-Q1-2019
Jan 19 700KB PDF

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