Phanar’s Active Allocation Portfolio combines the discipline of modern portfolio theory in determining portfolio guidelines and controlling investment risk with the sophisticated financial and economic research provided by a leading investment research group.
A significant advantage of this portfolio is that it is executed via exchange traded funds (ETFs) which give well defined securities market exposures and are comparatively inexpensive to trade. In managing this portfolio, Phanar allocates among as many as six fixed-income ETFs, six equity ETFs as well as commodities and cash, for a total of as many as 14 different asset classes and sub-classes.
In this portfolio Phanar´s aim is to match or outperform the results of a balanced portfolio in rising markets. The flexibility to hold an abundant amount of cash in an uncertain market environment and at the same time to use tools that perform in down markets permit it to outperform peer groups.
In a way, the style of the Phanar Absolute Return Portfolio management resembles the policy of a macro hedge fund without using leverage.
Phanar provides investment management solutions that address each client’s specific needs. Each portfolio is designed to reflect an investor’s investment risk and return preferences. In advising a client who chooses a customized portfolio, Phanar makes use of its sophisticated research capability including advanced financial software and analytical tools.
Phanar includes among its customized portfolios index-like equity portfolios designed to provide returns close to those of a familiar equity index like the EURO STOXX 50® or the SMI. In response to client preferences, Phanar can form these portfolios with fewer equities than those in the index whose return the portfolio tracks. These portfolios may serve as core equity vehicles giving Phanar clients basic equity market exposures to which more active strategies can be added.
Short Risk Warning/Disclaimer
The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not a reliable indicator of future performance.
Phanar Asset Management (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN 747254)