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In a recent meeting with clients, many questions were raised regarding how to invest in today's environment of rising interest rates and an ongoing Russia-Ukraine war.
We seek to address the top questions, touching on the right portfolio strategy amid climbing inflation, what fixed income strategies would work best with rate hikes and quantitative easing, and how one should position for healthcare, among others.
Among our asset allocation calls, we highlight the need for portfolios' to gain exposure to inflationary assets such as property and commodities. Within the credit space, we focus on high quality credit with a duration of 3-5Y. As for healthcare, we look to global big-cap pharmaceuticals, patent drug makers which command pricing power, and orphan drug makers.
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The fund is split across a range of commodity complexes, primarily invested in futures of agriculture, metal, and energy complexes.
The broad based commodity exposure and team's ability have generated sustainable alpha as compared to the index, and is a strong channel amid today's inflationary environment.
Ninety One GSF Global Gold Fund
The fund primarily invests in gold mining stocks, with up to a third invested in other precious metal miners and Exchange Traded Commodity (ETC) funds in gold and silver bullion.
Concentrated with roughly 30 holdings, the fund focuses on the companies' ability to generate superior return on capital.
2Y 100% Principal Redemption at Maturity USD Note*
With headline inflation persisting, commodities will be an effective inflation hedge.
The note is linked to a diversified basket of commodities consisting of Energy, Base Metals, Agriculture, and Gold.
* For Accredited Investors only
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