Investments
TIME IN THE MARKET, WITH TIMING
Sometimes certain asset classes have just run their course. We need to be able to find value in the market along with spending time getting a return. We bring our vast market experience to bear to ensure the investor, is in assets that will perform.
We believe in a personalised balanced portfolio, adjusted over time to take into account the investors risk profile but also market conditions.
We construct portfolios using the following investments:
- Passive Multi Asset
- Active Multi Asset
- Equity Only
- Risk Specific
- Property Funds
- Commodities
- Bonds
- Absolute Returns
- Invoice Trading
- Foreign Exchange
- Peer to Peer Lending (P2P)
BAGGOT INVESTMENT PRODUCTS
Baggot Multi Strategy Absolute Return Portfolio
A Global Absolute Return strategy which aims to provide positive annualised investment returns in all market conditions on a medium to long term basis. The Baggot Multi Strategy Absolute Return Portfolio utilises ten individual strategies, which are employed to varying levels dependent on market conditions. Download our Key Features Document for detailed information.
Baggot Multi Asset Portfolio
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. 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.
Baggot Multi Equity Portfolio
An Equity Portfolio product bringing together a basket of high ranking equally weighted stocks. The portfolio is invested based on value investing strategies aimed at delivering positive annualised investment returns. This strategy is ranked at 6 on the ESMA risk scale and has a portfolio volatility of 15-20%. This portfolio is suitable for clients with varying amounts of funds to invest and a time horizon of two to five years.
INVESTMENT CATEGORIES
Absolute Return Fund
A mixture of funds spread across different asset classes with the ability to hedge short.
Short Term Bond/Cash Fund
Rainy day funds in short term liquid instruments carrying minimal risk.
Commodity Basket
A portfolio of stocks designed to gain from a recovery in commodity prices.
Income Equity Fund
A portfolio of Large Cap. stocks designed to return an income via healthy dividend receipts.
Growth Equity Fund
A portfolio of stocks who are experiencing high earnings and price momentum.
Value Equity Fund
A portfolio of stocks where the price is depressed by general market sentiment, thereby offering good stocks at value.
Bear Market Hedge Fund
Put options on a basket of the poorest stocks in the S&P 500. Designed to collapse in a bear market or as a hedge to other exposures.
Irish Property Fund
REIT’s Offer growth potential and a divided, while allowing the investor to exit quickly if the market turns.
ALTERNATIVE INVESTMENTS
Invoice Trading
An alternative asset class where the investor purchases invoices already approved for payment in return for an investment yield. Invoice Trading is appropriate only as part of a balanced portfolio.
Foreign Exchange
Funds held in foreign currency are an investment. BAGGOT Investment Partners are expert on FX investing and hedging. Currency investing can yield cir10/15% returns annually and is appropriate in a balanced portfolio.
Peer to Peer Lending
Investor to copany loans is an appropriate investment class only as part of a balanced portfolio.
Property Investments
Structured property investments.