Next Generation Global Fund Strategies

These investment strategies have been designed in partnership with Morningstar, the world’s largest funds analytics company to benefit from their 30+ years of global asset allocation and risk profiling research, and focus on:

• Alignment to the client's attitude to risk
  
• World leading asset selection and modelling
• Diversification
• Transparency
• Cost efficiency

Drawing on Morningstar’s world-leading investment, asset-allocation, and risk profiling research, delivered by 270 analysts worldwide, the Next Generation Global Investment Strategies provide exposure to a broad range of asset classes, delivering strategic diversification, weighted according to risk and return expectations.

Our dual-qualified advisors can provide you with tailored advice based on your specific circumstances, wherever you are in the world. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.