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It has been years since the notion of alternatives as a mainstay of asset allocation gained acceptance in the investment world. Research has shown that alternatives help enhance returns, provide diversification and reduce risks. Rising interest in alternatives among portfolio allocators has seen assets under management (AUM) grow from USD4.1t in 2010 to USD10.8t in 2019. And the robust momentum continues.
Today, alternatives can no longer be perceived as a “satellite” investment given that its market size is broadly equivalent to the market cap of European equities or Japan/UK equities combined. Alternatives should, and will, constitute a significant segment of strategic asset allocation.
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BNY Mellon Global Infrastructure Income
The BNY Mellon Global Infrastructure Income fund looks beyond traditional infrastructure assets by investing in cable towers, post-offices & REITs, which supports its higher yield profile than the sector average. It invests in companies that have inflation-linked revenue streams and high current income, which provides good resilience against inflation and rising rates environment.
The fund is co-managed by experienced PMs that incepted the strategy in 2011, and are supported by Newton's Fundamental Equity Research team.
Ninety One GSF Global Gold Fund
The Ninety One GSF Global Gold Fund primarily invests in gold mining stocks, with up to a third invested in other precious metals miners and Exchange Traded Commodity funds (ETCs) in gold and silver bullion. This is a concentrated fund with roughly 30 holdings, however, the team actively adjusts the portfolio to navigate changing market environments.
It is managed by veteran PM George Cheveley, supported by 2 analysts, with significant industry experience.
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