Diversified

Common Objectives, Uncommon Attention to Detail

We have developed our strategy which saw investors through the last decade into the Diversified Core Strategy. Based on our top down view of the World, both geopolitical and macroeconomic, it uses bonds and equities, hybrids between the two, foreign currencies and overseas markets to seek stability. Its diversification will be constantly monitored and modified to give the best chance of capital preservation.  
 
A whole family of Diversified Strategies has been created based on the core holdings and strategy embodied in Diversified Core. It offers options for investors with more or less appetite for the relative risks and returns offered by equities and bonds.
 
For investors who want greater equity exposure:
  • Diversified Plus will use the same equities and bonds as Diversified Core, but with a lower exposure to each bond. Additional equities will be chosen to give a higher equity exposure without increasing stock specific risk.

  • Diversified Equity will simply dispense with bonds altogether and increase the holdings of the equities in Diversified Plus.

For investors who prefer emphasis on bond markets:

  • Diversified Light will have a greater weighting of the bonds and a lower weighting of the equities in Diversified Core.

  • Conservative Strategy will have a greater weighting of the bonds and a lower weighting of the equities in Diversified Light.

  • Diversified Bond will simply dispense with equities altogether and increase the holdings of the bonds in Diversified Core.

Key advantages are:

  • having chosen Whitefoord for its top down approach, the investor will be able to select the most suitable Diversified Strategy.

  • as circumstances and attitudes change, the investor can move seamlessly and economically between the Diversified Strategies.

  • sensitive to the costs of switching strategies Whitefoord will waive its own charges on sales or top ups of existing holdings to migrate between them across the Diversified Strategy range. There will, of course, still be third party costs (custodian and market brokers) and, where appropriate, taxes and levies. Whitefoord charges will only be applied on purchases of new investments.

Please note the capital value and income can fall as well as rise.
 
 
These Strategies are the ultimate in spreading risk across major markets. They seek to deal simultaneously with many types of risk, the classic compromises being between capital stability, reliable income and level of total return.
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Diversified Strategies

An outline of our range of diversified strategies and how they fit together.

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Diversified Core Strategy

The core driver of this approach will be our interpretation and views of the macroeconomic environment so as to identify the optimal asset mix.

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Diversified Plus Strategy

The strategy invests in a diverse array of assets which are expected to be readily realisable in all but the most extreme market scenarios.

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Diversified Equity Strategy

The core driver of this approach will be our interpretation and views of the macroeconomic environment so as to identify the optimal portfolio.

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Diversified Light Strategy

The core driver of this approach will be our interpretation and views of the macroeconomic environment so as to identify the optimal portfolio.

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Diversified Conservative Strategy

The core driver of this approach will be our interpretation and views of the macroeconomic environment so as to identify the optimal portfolio.

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Diversified Bond Strategy

The strategy is expected to provide diversified exposure to the income and capital characteristics of bond markets.

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