Investment Strategies

Global Strategies

The London & Capital Global Strategies form our core proposition and aim to generate consistent and sustainable returns within targeted risk-adjusted zones. There are three main investment strategies:

Each strategy has its own return targets and tolerances for risk. Our clients are able to combine an optimum mix of these strategies to meet ther risk/return objectives.

For the latest performance, historic pricing information and fund facts for our Global Strategies, please visit the Factsheets section.

Our model portfolio is an equal blend of the Global Conservative Strategy, the Global Balanced Strategy and the Global Growth Strategy, which offers investors a high degree of diversification and a consequent reduction of risk. The benefit of our investment approach has enabled us to reduce risk effectively and our Model Portfolio has achieved an annualised return in excess of 10% since 1991*.

*To September 2009. The performance information from 1991 to 2001 represents performance of a model portfolio that was periodically restructured and re-balanced based on the impact of material economic and market factors that had influenced London & Capital Asset Management’s decision-making on asset allocation. The model portfolio was then applied to client accounts but it may have taken some time for the client accounts to mirror the model. The performance of the model portfolio is based on the actual performance of the investments included in the portfolio and is net of all fees. The model portfolio results are for illustration purposes only.