Our Multi-Index fund range consists of four industry-rated risk-managed portfolios. The manager uses a sophisticated factor-based investment strategy that seeks to isolate the key drivers of performance and incorporate them into the UK Equity and US Equity benchmarks. Our multi-factor investment strategy sits at the heart of our multi-index portfolios and offers investors greater opportunities for broad based asset diversification and reduced volatility. Throughout the range of portfolios we aim to increase exposure to investment factors such as value, quality, and low volatility and reduce exposure to market capitalisation.

In order for a factor to be eligible for inclusion within our portfolios, it must be commonly identified, supported by a logical economic rationale or a behavioural bias and must be persistent across time periods and regions/markets.

The key factors that Verbatim considers within its portfolios are:
  • Value: Aims to capture excess returns from stocks that have low prices relative to their fundamental value.
  • Quality: Defined by low debt, stable earnings, consistent asset growth, and strong corporate governance.
  • Low Volatility: Portfolios of low-volatility stocks can have higher risk-adjusted returns than portfolios with high-volatility stocks
  • Market Capitalisation: Money is allocated to companies in proportion to their market cap (size).

Verbatim Multi-Index Portfolio 3 Fund

Fund Aim:

The Fund will use a broadly defensive investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To deliver capital growth over the medium to long term using a defensive approach to build a diversified portfolio. This is achieved by minimising the level of investment volatility through greater use of cash and bonds and minimising the use of equities.

Verbatim Multi-Index Portfolio 4 Fund

Fund Aim:

The Fund will use a broadly cautious managed investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To deliver steady capital growth over the medium to long term whilst aiming to minimise potential losses using a cautious investment approach. This is achieved by blending a diversified selection of funds, including quality UK and North American equity and bond funds.

Verbatim Multi-Index Portfolio 5 Fund

Fund Aim:

The Fund will use a broadly cautious balanced strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To deliver the potential for decent capital growth over the medium to long term using a balanced approach by blending a diversified selection of funds, including quality UK and North American equity and bonds. The equity content of this portfolio tends to be higher than a more cautious approach. Investors in this portfolio will accept the potential for small to medium term losses to achieve their long term objectives.

Verbatim Multi-Index Portfolio 6 Fund

Fund Aim:

The Fund will use a broadly balanced investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To generate the potential for above average returns over the medium to long term by blending a diversified selection of funds, including quality UK and overseas equity and bonds. This portfolio is focused mainly towards equities including overseas. Investors in this portfolio will accept the risk of short to medium term losses which may be substantial with the aim of achieving their long term investment goals.

Our fund managers utilise a combination of global direct equities and fixed income to meet the target yield. As part of the investment selection process, the fund managers screen the global equity markets with a thematic investment approach in order to identify stocks that will produce sustainable long-term dividend income. Mark Van Moorsel and Henning Meyer of Sarasin and Partners are the appointed managers to run the WS Verbatim Portfolio 5 Income Fund.

Managers of the Multi-index Funds

About Altium Investment Management

Altium Investment Management advises funds and other professional investors with an analytical approach to investment construction. It combines external asset allocation with internal index construction to deliver unique solutions that are tailored to the client. Altium specialises in risk-targeted and single strategy factor indices, which can be traded independently, or licenced to listed instruments and funds. Some strategies are proprietary, and some are on behalf of other investors.

Altium works with global actuarial firms and investment banks to optimise strategy returns and portfolio efficiency. In the last decade it has been directly involved in the design and management of over £5bn in asset allocation models, 7 different fund families and 4 risk-rated indices.

Altium Investment Management Limited is an Authorised Representative of RSMR Portfolio Services Limited who are authorised and regulated by the Financial Conduct Authority, reference number 788854.

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At a glance

Benefits of the funds

  • Clear mandates against a proven asset allocation
  • Funds based on a set risk profile
  • A range of active and multi-index portfolio funds