Asset
Managment
The ARJANT trading MPS is a platform-based solution built to work on any chosen investment platform. The core/satellite approach integrates the benefits of multi-asset funds with the convenience of an MPS and combines alternative funds with equities and bonds. The multi-asset funds used for the core offer an efficient way to gain exposure to equities and bonds.
We invest the satellite in a carefully selected and managed range of alternative funds that provide additional return, diversification and a degree of protection.
- GUIDED BY BLACKROCK
- INTELLIGENT USE OF ALTERNATIVES
- CORE/SATELLITE APPROACH
The multi-asset funds used for the core will be UCITS funds that BlackRock guides.
The satellite funds will typically be daily traded UCITS funds and ETFs. We may select funds that are only available to professional investors. When we decide to invest in an asset only available to professional investors, we ensure that they meet the strict minimum criteria for liquidity, charges and transparency.
The portfolios can hold other securities, like investment trusts and other assets, if they meet strict criteria.
The balance of the portfolio is allocated to actively- managed and alternative funds which are selected by Arjant to complement the core holdings and to further diversify the portfolio. These satellite funds provide access to returns that are uncorrelated with equities and bonds. They also provide thematic exposure and are expected to provide protection to the portfolio when markets fall.
We choose the satellite funds and determine the allocation to each fund so that we maximise the expected return and minimise the risk (we use a measure of the worst losses that an investor may suffer as a measure of risk) while preserving the overall level of volatility that we expect from the benchmark mix of equities and bonds.
The blend of funds used in the MPS is constantly monitored by the investment team at Arjant, who can make changes to the portfolio as and when required.
DARJANT Launches An Innovative MPS And Certificate Offering Exposure To Managed Accounts
ARJANT, a London-based specialist investment manager, has started to market two new products that are interesting and innovative because they lean heavily on ARJANTs two core strengths: alternatives and product structuring
- Defensive Absolute Return Certificate
- Core/Satellite Managed Portfolios Service with Core MPS asset allocation guided by BlackRock
Demand for alternative funds has surged as investors look for alternatives to the traditional 60/40 portfolio. Investors are looking for funds that offer positive returns and low or negative correlation to equities and bonds in all market conditions.
ARJANT has a long track record of investing in hedge funds and alternative strategies. We combine a detailed understanding of alternative investment with product structuring and capital market expertise.
Defensive Absolute Return Certificate
ARJANT has developed the Defensive Absolute Return Certificate for professional investors who want exposure to alternative managers.
The certificate offers exposure to an actively managed portfolio of managed accounts on the award-winning dbSelect platform. The dbSelect platform provides secure, transparent access to various strategies, including managed futures, FX, commodities, risk premia and overlays.
ARJANT has managed assets on dbSelect for over ten years and knows the managers on the platform and their strategies in detail.
The Defensive Absolute Return Certificate (DAR) will appeal to investors that want a liquid asset that can offer good returns but is uncorrelated with equities and bonds. DAR has exposure to between 15 and 20 different managers. The management team at ARJANT manages the portfolio using a mix of quantitative techniques and a qualitative assessment of the strategies that they think will likely offer good returns in the future. The output from the quantitative models acts as an independent challenge to the process and helps to identify emerging opportunities and managers as market conditions evolve.
Managers of UCITS funds, family offices, pension schemes and institutional investors can use the certificate to get exposure to alternative assets.
Core/Satellite Managed Portfolios Service with Core MPS asset allocation guided by BlackRock
The ARJANT MPS is a service that DARJANT has designed with and for financial advisers. The Core/Satellite MPS includes several new and innovative features.
- Core exposure through multi-asset funds. Using a multi-asset fund for the core exposure increases the overall efficiency of the MPS, reduces turnover and makes it easier for clients to manage the tax they pay.
- The core funds incorporate either BlackRock’s asset allocation guidance, ETFs or BlackRock Multi-Asset Funds.
- The portfolios have about 20% exposure to satellite funds. We use our experience in alternative investment management to pick a range of alternative funds that offer additional diversification and return while retaining the core volatility target
In the first instance, the seven risk-graded portfolios are available through Quilters, Fidelity and Novia. ARJANT plan to increase the range of platforms as we get more demand from advisers
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Portfolio 1 : Defensive
Investment Objective
The objective of the Defensive portfolio is to achieve long-term capital growth of 1.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Defensive portfolio may be suitable for investors who have a very low attitude to risk. Investors should be able to hold their investment for at least a short period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Defensive portfolio aims to behave like a portfolio with an allocation to equities of 40%, with the balance held in lower-risk investments. The investment management process targets volatility of 5-9%.
Portfolio 2 : Cautious
Investment Objective
The objective of the Cautious portfolio is to achieve long-term capital growth of 2.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Cautious portfolio may be suitable for investors who a have a Low attitude to risk. Investors should be able to hold their investment for at least a short period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Cautious portfolio aims to behave like a portfolio with an allocation to equities of 50%, with the balance held in lower-risk investments. The investment management process targets a volatility of 6.5-10.5%.
Portfolio 3 : Balanced
Investment Objective
The objective of the Balanced portfolio is to achieve long-term capital growth of 2.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Balanced portfolio may be suitable for investors who a have a Low-Medium attitude to risk. Investors should be able to hold their investment for at least a Short-Medium period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Balanced portfolio aims to behave like a portfolio with an allocation to equities of 60%, with the balance held in lower-risk investments. The investment management process targets a volatility of 8-12%.
Portfolio 4 : Growth
Investment Objective
The objective of the Growth portfolio is to achieve long-term capital growth of 3.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Growth portfolio may be suitable for investors who a have a Medium attitude to risk. Investors should be able to hold their investment for at least a Medium period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Growth portfolio aims to behave like a portfolio with an allocation to equities of 70%, with the balance held in lower-risk investments. The investment management process targets a volatility of 9.5%-13.5%.
Portfolio 5 : Adventurous
Investment Objective
The objective of the Adventurous portfolio is to achieve long-term capital growth of 3.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Adventurous portfolio may be suitable for investors who have a Medium-High attitude to risk. Investors should be able to hold their investment for at least a Medium-Long period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Adventurous portfolio aims to behave like a portfolio with an allocation to equities of 80%, with the balance held in lower-risk investments. The investment management process targets volatility of 11-15%.
Portfolio 6 : Higher Equity
Investment Objective
The objective of the Adventurous portfolio is to achieve long-term capital growth of 3.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
Target Market
The Adventurous portfolio may be suitable for investors who have a Medium-High attitude to risk. Investors should be able to hold their investment for at least a Medium-Long period of time and accept the risk of some loss of their capital in return for the potential of higher returns than from cash.
Characteristics
The Adventurous portfolio aims to behave like a portfolio with an allocation to equities of 80%, with the balance held in lower-risk investments. The investment management process targets volatility of 11-15%.