Macro Strategy Investments

Macro Strategy Investments provides a range of actively managed, multi-asset class portfolios across the risk/return spectrum, including conservatively, moderately and aggressively managed funds. These are available in pooled and segregated portfolios.

With top-down asset allocation our core strength, we invest in the widest range of global and local asset classes possible; not only in the broad asset class but also allocating exposure to its underlying components, such as inflation-linked bonds.

We combine these building blocks into integrated portfolios, based on the relative and absolute values of the full range of global and local asset classes. Thus if we believed local equities offered more compelling value than offshore equities, our exposure to the latter would be minimal.

Our investment team is able to tap into the expertise of other global and local Old Mutual boutiques by investing in their underlying offerings. However, local equity investment decision-making is integrated into the boutique's investment process to ensure our macro views are effectively implemented at a stock level.

Contact Details

To experience Performance through Focus and gain access to our exciting boutique, please email or call Merrelyn Diale (021) 504-4257, or Dharmesh Dayal (011) 217 1717.