GAM Multi-Asset Portfolios for Ardan International
This page is for Ardan International advisers only.
This page is for Ardan International advisers only.
NOT FOR U.S. INVESTORS
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GAM is excited to announce our latest multi asset, risk-rated model portfolios, designed for the clients of Ardan International. Founded in 1983, GAM’s real investment edge has always centered around acquiring best of breed investment managers from around the world and bringing that talent into multi-asset strategies, primarily for ultra high net worth individuals. Our new model portfolios allow all Ardan International clients the opportunity to avail of our best of breed, multi asset investment philosophy.
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Why Should Investors Consider Multi-Asset Portfolios?
We have created three new, comprehensive model portfolios which cater to most suitability and risk requirements: the Cautious Portfolio, the Balanced Portfolio and the Adventurous Portfolio.
At their core, each model portfolio has one of GAM’s multi asset Fund of Funds: GAM Star Global Cautious, GAM Star Global Balanced and GAM Star Global Dynamic Growth.
The rest of the portfolio is composed of high conviction GAM-managed ‘satellite funds’: GAM Star Composite Global Equity, GAM Sustainable Emerging Market Equity, GAM Star Continental European Equity, GAM Star Credit Opportunities and GAM Merger Arbitrage.
Each of the new model portfolios, within the Fund of Funds structure, are composed of the basic building blocks of equities, fixed income and alternative investments, with varying weighting to account for the different risk requirements.
This information is for Financial Advisers only and should not be relied upon by retail clients. If you are retail investor, please seek professional advice before making an investment decision.
Source: GAM as at July 2024. The funds listed are not being offered in the US or to US persons.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor r ate from 30/11/2021
Deploying GAM funds exclusively for the model portfolios has numerous advantages:
GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Strategy. Congratulations to Andrea Quapp, Julian Howard and the GAM Investment Solutions (GIS) group. The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period. Full details of these awards and the independent methodology used are available via the Citywire Wealth Manager website.