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Investment Strategy in Uncertain Times

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity. A Tale of Two Cities. Forget Paris, it’s all about London & Brussels!

As we move into a new phase of economic and political uncertainty, we continue to review, monitor and adjust our investment strategy. Traditionally, investment strategies are built around diversification across asset classes. History, experience and expectation leads us to believe that these asset classes will act differently to each other in changing circumstances and that this element of non or negative correlation helps to bring down the overall volatility of returns experienced by investors.

However, since the financial crisis began in 2007, central monetary policy has been pushed to the extreme and to all intents and purposes, most asset classes have risen together since the trough in 2009. We now live in a world where equities yield more than government bonds and where assets traditionally regarded as lower risk, hold the potential for significant correction.

In this context, we continue to advocate our nimble and innovative approach to investment management, which has been enhanced further since we became part of the Mattioli Woods group. To sit alongside the traditional asset classes of equities, fixed income, property and cash, we now have a number of unique and pioneering portfolio diversifiers to consider and include within our strategy.

Thematic Equity – accessed primarily via the discretionary-managed Portfolio Management Service (PMS), the service includes sector specific equity investment such as infrastructure, healthcare, private equity, insurance and precious metals.

Custodian Real Estate Investment Trust (CREIT) – a diverse portfolio consisting of properties let to institutional grade tenants on long leases throughout the UK. The fund launched in 2014 with £95.0 million of UK commercial property portfolio, sourced from an existing portfolio of 48 properties, held by clients of Mattioli Woods in a syndicated structure. The current market capitalisation of Custodian REIT is £398.2 million.

Structured Products Fund – the fund has the sole objective of providing returns similar to absolute return funds via a diversified basket of structured products. The Fund itself is 100% collateralised and has all the benefits of fund investing, including liquidity and control.

Alternative investments are likely to play an increasing role in our future investment strategy in support of the traditional model asset allocation. For further information on wealth management including our advisory and discretionary portfolios please contact Stuart Mather on 01772 550777 or by email

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