Conservative Strategy| LeadNorth

Conservative Strategy

Strategy Overview

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Strategy Overview

Investor's Profile
This portfolio is ideal for investors looking for a balanced, stable portfolio with a good mix of high-performing assets, low risk tolerance, and moderate potential returns. The portfolio is particularly well suited to investors who:
1. have medium to long term investment horizon;
2. looking for conservative investment strategy;
3. looking for good long-term vehicle for hedging against inflation;
4. have lower risk tolerance and benefit from long-term growth high value equities;
5. seeking greater diversification in their investment holdings through substantial exposure in global equities and minor allocation in commodities and currencies.

Portfolio Objective
The Portfolio is a diversified portfolio aims to achieve stable returns over the medium to long term by investing primarily in US and EU equities, stock indices, agriculture commodities, precious metals, and major currencies. The Portfolio aims to diversify its sources of returns by investing at various asset classes, investment factors, and investment techniques.

Investment Opportunities
This portfolio offers the opportunities across the high growth companies from the United States and EU continents. Furthermore, the portfolio's performance is enhanced by a substantial allocation to high-quality, stable-growth equities, as well as a moderate allocation to commodities and currencies. Multi-assets maximise return potential while limiting risk, which is aligned with the portfolio’s objective.

Principal Risks
Portfolio investment is subject to market risk, inflation risk, interest rate risk and liquidity risk. Furthermore, political and geographical events have a significant impact on financial markets, affecting the performance of assets invested. The value of investment will fluctuate, and investors may suffer substantial drawdown and may not get back the whole amount invested, hence there is no capital guarantee. All portfolio investments are risky, and investors should carefully consider the risks associated before investing.

INVESTMENT PROCESS

The Portfolio
Process Highlights

Our portfolio managers invest in a range of financial assets, capital instruments, markets, strategies and geographical areas, capturing positive returns.

Strategic Outlook

1. Analysis of the economic and political environment to formulate the portfolio scenarios

2. Define portfolio strategic allocations based on risk profiles and diversifications

Tactical Allocation

1. Consequences of our scenario on the tactical portfolio allocation

2. Actively balance portfolio allocation across different risk profiles

Portfolio Solutions

1. Fundamental and technical analysis used to select instruments that best fit the views formulated by the portfolio managers

Efficient Execution

1. Hybrid management based on investment objectives and risk profiles

2. Consistent performance and risk management monitoring

Important Information

This information is strictly intended for informational purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs.

Disclaimer
This website is strictly intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced on or through this site. No representation is given that the securities, products, or services discussed on, or accessible through, this site are suitable for any particular investor. You acknowledge that the provision of any information through this website shall not constitute or be considered investment advice. This website should not be considered as communicating any invitation or inducement to engage in investment activity in any jurisdiction and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose, and is also not intended for distribution to, or use by, any person in any country where such distribution or use would be contrary to its laws or regulations.

All content and opinions expressed are subject to change without notice. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material.

Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. Asset allocation and diversification does not guarantee investment returns and does not eliminate the risk of loss. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs.