Saltus Investment Managers Dynamic MAPs

At Saltus we believe:

• Investing should be unconstrained – there should be no built in bias to any asset class and we do not copy or track a fixed benchmark when constructing your portfolio.
• Controlling risk is at the heart of preserving and growing wealth – the level of risk that you are comfortable with is what guides us in choosing your investments.
• The best talent is not all in one company – we source and invest with investment specialists who are leaders in their particular asset class.

Each of the Dynamic portfolios is overseen by the full Saltus Investment Committee.  All portfolios are managed with a choice of distinct “risk budgets”, set with reference to the UK equity market.  For example, over the investment horizon the Dynamic 2 portfolio targets up to 33% of UK equity market volatility, the Dynamic 3 portfolio targets up to 50% of UK equity market volatility and Dynamic 4 portfolio targets up to 67% of UK equity market volatility.

Once this level of risk has been identified in conjunction with your W1M adviser, we will construct and manage an investment portfolio for you in accordance with this risk level.  Your Dynamic portfolio will be invested across multiple asset classes, geographies and investment styles to produce a portfolio that is typically much more diversified than the norm.  This is an approach which has helped us to produce award winning performance in the often volatile market conditions since our inception in 2005.

Once we have decided the asset allocation of your portfolio, we select the best managers in each asset class to manage that portion of your portfolio.  These managers are identified by our research process which uses both quantitative and qualitative analysis in order to identify real ‘skill’.  As institutional investors we are able to access exceptional managers and strategies from across the globe, many of whom are unavailable to the wider UK individual client.  We believe in active engagement with our clients and would be delighted to engage with you and your W1M adviser at your convenience.