Fusion Portfolios are designed to deliver superior risk-adjusted returns while at the same time to cover a spectrum of risk levels to suit investors with a wide range of risk requirements. Because each Portfolio strives to maintain a pre-defined level of risk, advisers can use the portfolios to tailor investments that are most appropriate for an investor’s risk profile and investment objectives.
Fusion Portfolios are based on systematic Strategic Asset Allocation derived from a well-established scientific approach. 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.
Advisors can select from either Fusion Optima range of portfolios or Fusion Active range.
Fusion Optima portfolios aim to systematically harvest risk premiums while minimizing costs of the investments by investing mainly in exchange-traded instruments with a high level of liquidity and avoiding excessive portfolio turnover.
Fusion Active range is implemented primarily using actively managed collective investments schemes and is designed for investors who believe that utilising short-term market opportunities and market timing can, in long run, considerably add to an investor’s return.