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OUR PORTFOLIOS

Given our believe that Asset Allocation is the main driver behind returns, and the fact that the only source of guaranteeing additional performance is by reducing costs, the Funds are managed in a cost conscious manner.

This is done by following a building block approach, and accessing cost effective beta towards asset classes as far as possible. We do however not ignore external talent, and will make use of alpha generating funds to diversify manager risk, at reasonable cost.

RSA Balanced Strategy

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Source: Morningstar

RSA Cautious Strategy

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Source: Morningstar

Series Strategy Performance
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Source: FE Analytics

These strategies were later also launched as collective investment schemes:

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