PanCONSULT
- overall asset allocation advice for the client wanting an additional, independent and objective contribution to their asset allocation discussions and decision-making process
PanBALANCED
- a portfolio individually modelled to suit the client, whether private or institutional. Employs global, multi asset, long-term, balanced capital and income strategies with client-specific investment performance benchmarks
PanCASH PLUS
- lower risk UK Government bond-based strategy seeking long-term returns that beat cash by a modest but worthwhile amount. Performance objective, after costs, is to achieve a long-term trend return in excess of rolling 1 Month £ LIBOR with low volatility of capital value compared to equity investment
PanGROWTH
- global, multi asset, equity-based growth strategy. Performance objective, after costs, is to achieve a long-term trend return of UK Retail Price Inflation + 4% p.a.
PanSHIFT
- a well-diversified strategy targeting the returns available from the shift in economic growth from the Atlantic-centric region towards the higher growth Pacific-centric region. Performance objective, after costs, is to achieve a long-term trend return of UK Retail Price Inflation +5% p.a.
PanOPPORTUNITIES
- concentrated, "best ideas", global, multi asset, equity-based growth strategy. Performance objective, after costs, is to achieve a long-term trend return of UK Retail Price Inflation + 6% p.a
PanALTERNATIVES
- equal weighted, diversified, package of global alternative assets including property, hedge funds, private equity, commodities and other alternative assets. Performance objective, after costs, is to achieve a long-term trend return of UK Retail Price Inflation + 3% p.a. with lower volatility of capital value than equity investment but higher volatility than bond investment