A smarter way to deliver returns

The Diversified Strategy Fund is an exciting multi-asset investment solution for pension schemes and thier members aiming to reduce risk without compromising long-term return prospects.

The Diversified Strategy Fund is a natural evolution for Morley in our pursuit of answering many pension funds’ foremost need: real returns without the levels of volatility expected from conventional portfolios with a high equity dependency.

Based on Morley’s dynamic asset allocation process, the Diversified Strategy Fund skilfully blends a broad mix of asset types in a single optimal portfolio, including alternative investments such as currency and hedge funds.

At a glance

• A one-stop alternative to conventional portfolios that have a high dependency on equities
• Managed to an absolute return target: cash +5% gross over rolling 5-year period
• Aiming to deliver returns without the volatility associated with conventional portfolios
• Exposure to a wide and diversified range of assets, including alternative investments normally only available to large pension schemes
• Built on Morley’s strong capability and experience in managing risk-optimised multi-asset portfolios

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