Aubrey Capital Management Progressive MAPs

Aubrey Capital Management Limited is a focused global investment manager based in Edinburgh.  We believe in the importance of investing on a global basis in quality long-term assets which can grow ahead of inflation. Our quality bias naturally leads to high exposure to new economy trends and long-term sustainability, whilst avoiding illiquid, opaque or leveraged investments.  The Progressive portfolios combine active, passive and factor/smart beta investments to provide a core portfolio range which is cost efficient and does not compromise on quality or performance.

Each Progressive portfolio is actively managed against a primary risk objective based on the overall allocation to different types of assets.  Across the range, each portfolio holds largely the same underlying investments but weighted appropriately at each risk level in order to aid consistency and transparency.

We monitor risk by using qualitative data on an ongoing basis with a formal review and rebalance the portfolios regularly as required.

Each model is multi-asset and will typically hold 20-25 positions in order to provide diversification without diluting our core quality-based approach.  Equity allocation is based on the MSCI AC World index giving a strong global allocation basis and typically a low weighting to the UK market.  Our research includes an assessment of each investment we hold using our proprietary in-house environmental, social and governance (ESG) process.