Asset
Managment
Specialist Skills
Six Risk Graded Portfolios
A range of portfolios with different risk/return profiles to meet your requirements
Guided By BlackRock
Asset allocation guidance from BlackRock, one of the largest asset managers in the world, is the engine that drives the performance of the multi-asset funds at the core of our portfolios.
Core/Satellite
The core/satellite approach combines the benefits of a multi-asset fund with the benefits of a managed portfolio service.
Multi-asset for core exposure
Multi-asset funds provide actively managed, diversified exposure to equities and bonds. Active asset allocation and passive implementation helps to maximise the risk/return profile
Global Allocation
A global perspective allows us to select the assets that offer the best risk/return.
Alternatives for Diversification
Alternatives offer additional diversification, they provide a different source of returns and can offer a degree of protection in stressed markets
ALRABHA trading launches new MPS range and Multi Manager certificate
ALRABHA Launches An Innovative MPS And Certificate Offering Exposure To Managed Accounts
ALRABHA, a London-based specialist investment manager, has started to market two new products that are interesting and innovative because they lean heavily on ALRABHA’s two core strengths: alternatives and product structuring
Demand for alternative funds has surged as investors look for alternatives to the traditional 60/40 portfolio. Investors are looking for funds that offer positive returns and low or negative correlation to equities and bonds in all market conditions.
AMMAS has a long track record of investing in hedge funds and alternative strategies. We combine a detailed understanding of alternative investment with product structuring and capital market expertise.
Defensive Absolute Return Certificate
ALRABHA has developed the Defensive Absolute Return Certificate for professional investors who want exposure to alternative managers.
The certificate offers exposure to an actively managed portfolio of managed accounts on the award-winning dbSelect platform. The dbSelect platform provides secure, transparent access to various strategies, including managed futures, FX, commodities, risk premia and overlays.
ALRABHA has managed assets on dbSelect for over ten years and knows the managers on the platform and their strategies in detail.
The Defensive Absolute Return Certificate (DAR) will appeal to investors that want a liquid asset that can offer good returns but is uncorrelated with equities and bonds. DAR has exposure to between 15 and 20 different managers. The management team at ALRABHA manages the portfolio using a mix of quantitative techniques and a qualitative assessment of the strategies that they think will likely offer good returns in the future. The output from the quantitative models acts as an independent challenge to the process and helps to identify emerging opportunities and managers as market conditions evolve.
Managers of UCITS funds, family offices, pension schemes and institutional investors can use the certificate to get exposure to alternative assets.
Core/Satellite Managed Portfolios Service with Core MPS asset allocation guided by BlackRock
The ALRABHA MPS is a service that ALRABHA has designed with and for financial advisers. The Core/Satellite MPS includes several new and innovative features.
In the first instance, the seven risk-graded portfolios are available through Quilters, Fidelity and Novia. ALRABHA plan to increase the range of platforms as we get more demand from advisers
Portfolio 1 : Defensive
Investment Objective
The objective of the Defensive portfolio is to achieve long-term capital growth of 1.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Defensive portfolio may be suitable for investors who have a very low attitude to risk. Investors should be able to hold their investment for at least a short period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Defensive portfolio aims to behave like a portfolio with an allocation to equities of 40%, with the balance held in lower-risk investments. The investment management process targets volatility of 5-9%.
Portfolio 2 : Cautious
Investment Objective
The objective of the Cautious portfolio is to achieve long-term capital growth of 2.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Cautious portfolio may be suitable for investors who a have a Low attitude to risk. Investors should be able to hold their investment for at least a short period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Cautious portfolio aims to behave like a portfolio with an allocation to equities of 50%, with the balance held in lower-risk investments. The investment management process targets a volatility of 6.5-10.5%.
Portfolio 3 : Balanced
Investment Objective
The objective of the Balanced portfolio is to achieve long-term capital growth of 2.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Balanced portfolio may be suitable for investors who a have a Low-Medium attitude to risk. Investors should be able to hold their investment for at least a Short-Medium period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Balanced portfolio aims to behave like a portfolio with an allocation to equities of 60%, with the balance held in lower-risk investments. The investment management process targets a volatility of 8-12%.
Portfolio 4 : Growth
Investment Objective
The objective of the Growth portfolio is to achieve long-term capital growth of 3.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Growth portfolio may be suitable for investors who a have a Medium attitude to risk. Investors should be able to hold their investment for at least a Medium period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Growth portfolio aims to behave like a portfolio with an allocation to equities of 70%, with the balance held in lower-risk investments. The investment management process targets a volatility of 9.5%-13.5%.
Portfolio 5 : Adventurous
Investment Objective
The objective of the Adventurous portfolio is to achieve long-term capital growth of 3.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Adventurous portfolio may be suitable for investors who have a Medium-High attitude to risk. Investors should be able to hold their investment for at least a Medium-Long period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Adventurous portfolio aims to behave like a portfolio with an allocation to equities of 80%, with the balance held in lower-risk investments. The investment management process targets volatility of 11-15%.
Portfolio 6 : Higher Equity
Investment Objective
The objective of the Higher Equity portfolio is to achieve long-term capital growth of 4.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Higher Equity portfolio may be suitable for investors who have a High attitude to risk. Investors should be able to hold their investment for at least a long period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Higher Equity portfolio aims to behave like a portfolio with an allocation to equities of 90%, with the balance held in lower-risk investments. The investment management process targets volatility of 12.5%-16.5%.