Our approach

We are focused on delivering the outcomes that matter to our clients. By working in partnership with you, we build solutions that aim to defy uncertainty and deliver meaningful outcomes, now and over the long term.

Partnership

Dedicated to understanding our clients’ needs and delivering outcomes that work for them.

Understanding

Building and maintaining long-term relationships with trusted partners, managing over £272 billion of insurance assets.*

Transparency

A desire to provide transparency beyond minimum regulatory requirements.

Key risks

For further information on the risks and risk profiles of individuals strategies, please refer to the relevant documentation.

Investment risk

The value of an investment and any income from it can go down as well as up.  Investors may not get back the original amount invested.

Iliquidity risk

Alternative Income assets are significantly less liquid than assets traded on public markets. Where funds are invested in infrastructure/real estate, investors may not be able to switch or cash in an investment when they want because infrastructure may not always be readily saleable. If this is the case, we may defer a request to redeem the investment.

Credit risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Real estate risk

Investors should bear in mind that the valuation of real estate/infrastructure is generally a matter of valuers’ opinion rather than fact. 

Need more information?

For further information, please contact our investment sales team.

Insurance team

Our views