Fusion Optima Portfolios are designed for investors who are seeking long-term investment performance by relying on systematic asset allocation and asset selection which are implemented through a careful selection of low cost liquid exchange traded instruments.
Fusion investment team starts with systematic Strategic Asset Allocation derived from a well-established scientific approach which is shared by all Fusion portfolios. The approach aims to maximise expected long-term return within well-defined behavioural and risk parameters. The Strategic Asset Allocation assumes that markets are at fair value. Then medium-term market forecast can be overlaid to adjust the allocation by incorporating current market trends.
Fusion Portfolio Components for each asset class are carefully selected from a wide range of well-established product providers, targeting outperformance of their respected benchmarks.
Systematic management of the Portfolio Drawdown at the level of Strategic Asset Allocation is a distinctive feature of Fusion Portfolios. At times of market crisis, such an approach helps to mitigate investment losses intrinsic to traditional portfolios.
The costs of the investments within Fusion Optima portfolios are minimised by targeting low portfolio turnover and investing in exchange traded instruments with high level of liquidity and low total expense ratios to significantly reduce future transaction costs.