Mariana Asset Allocation

One particular Quantitative Portfolio which has generated a significant amount of interest from our client base and we therefore now consider in a separate note, is the Mariana Asset Allocation strategy. This model was introduced to look for the most attractive “risk” asset across a range of asset classes, based on our proprietary allocation algorithms, whilst targeting a level of volatility in the portfolio.

 

Key Features

  • Generate consistent and stable returns by actively allocating between different asset classes whilst keeping the volatility of the portfolio on a controlled low level
  • Low Risk Profile with Volatility Target of 7%
  • Regular Liquidity to ensure optimal investment/redemption conditions

 

Simulated Past Performance

Chart and Performance Statistics