Baggot Multi-Asset Portfolio (“BMA”) is a Diversified strategy which aims to provide positive annualised investment returns on a medium to long term basis, while managing the portfolio within its risk parameters.
This investment strategy can invest in a range of asset classes such as Bonds, Equities, Property, Commodities and Cash. This is a medium risk strategy with the objective of having a moderate investment allocation to higher risk assets such as Equities, Property, and Commodities. We review and make changes to our asset mix regularly, in line with our Investment Framework.
Baggot Investment Philosophy:
To execute this strategy, Baggot Investment Partners (“Baggot”) have entered into a research and investment advisory agreement with Conexim Advisor Support & Services (“Conexim”), who provide dealing and related services on and for your account. Under this agreement, Baggot provides ongoing research and asset allocation advisory services, which Conexim execute on a discretionary basis. Under this arrangement, Baggot also provide assessments of the suitability of the strategy for individual investors, which Conexim rely on when providing the portfolio management service.
BMAP is an Active Multi-Asset Strategy with a focus on Value (higher risk assets such as Equities, Property & Commodities) and Safety (lower risk assets such as Bonds).
Three Major Drivers
If you wish to invest in this product please contact us at firstname.lastname@example.org or call 01 699 1590
SIMULATED PERFORMANCE AND BACKTESTING
The graph, performance and risk outcome figures below are derived from internal Baggot testing using Yahoo Finance
(Strategy) and Standard Life Investments Global SICAV – Global Absolute Return Strategies Fund
ESMA 4: 7.74% Annualized / 9.02% Volatility
Strategy Cumulative Performance
Last 12 months*
Last 3 years*
Last 5 years*
Baggot Multi-Asset Portfolio (BMA)
* Calculated using quarterly return data