Meriti Dynamic is an actively managed, discretionary portfolio that invests in a combination of equity funds, fixed income funds and alternative funds with the aim of providing a good return regardless of the economic situation. The portfolio is suitable for those who want active management and want to avoid the work that a specialized investment strategy requires. The concept is unique.
Investment philosophy
The strategy is actively managed by the management team and portfolios are continuously rebalanced, with the aim of creating a long-term stable Performance. Among other things, the team works with so-called alpha-beta separation. Beta, pure market exposure, is largely taken with efficient index funds. Alpha stands for specialist knowledge and active management, i.e. strategies that exploit mispricing or other anomalies to create market-independent returns.
The management combines various selected fund strategies. The tactical allocation between different asset classes is reviewed on an ongoing basis. Depending on market conditions, sentiment and the macroeconomic environment, different combinations of assets are selected to generate the best possible risk-adjusted return.
| Yield target | Good risk-adjusted returns over the business cycle, and to generate returns that exceed the strategy's benchmark index |
| Risk class (1-7) | Meriti Dynamic Low: 2. Meriti Dynamic Medium: 3. Meriti Dynamic High: 4. |