GAM Multi-Asset Portfolios for Ardan International
This page is for Ardan International advisers only.
This page is for Ardan International advisers only.
NOT FOR U.S. INVESTORS
Please read the important legal information and then click "I Accept" to continue.
The information on this website is for general information only and made available only for professional investors. The information is solely product-related and does not take into account any personal circumstances and does not qualify as general or personal investment recommendation or advice. In particular, the information does not constitute a specific legal offer for the purchase or sale of financial instruments.
Shares/units in the funds/trusts described on this web site are not available for sale in any jurisdiction in which such sale would be prohibited. This web site is not an invitation to subscribe for shares/units in the funds/trusts described herein and is by way of information only. It is intended solely for the use of the person who has accessed this information and may not be reproduced or distributed to any other person. Subscriptions will only be received and shares/units issued on the basis of the current Fund Prospectus/Trust Scheme Particulars.
Past performance is not indicative of future performance. The price of shares/units and the income from the funds/trusts can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.
Every effort has been made to ensure the accuracy of the financial information herein but since it is based on unaudited figures, some changes may occur due to year-end audit adjustments.
Important Disclaimer:
By clicking "I Accept" you:
Full details about the data types we collect and what we use this for, and your related rights, is set out in our privacy policy that can be found here. Please familiarise yourself with this policy, and check it from time to time for updates, as it supplements this communication.
GAM is excited to announce our latest multi asset, risk-rated model portfolios, designed for the clients of Ardan International. Founded in 1983, GAM’s real investment edge has always centered around acquiring best of breed investment managers from around the world and bringing that talent into multi-asset strategies, primarily for ultra high net worth individuals. Our new model portfolios allow all Ardan International clients the opportunity to avail of our best of breed, multi asset investment philosophy.
Watch
Why Should Investors Consider Multi-Asset Portfolios?
We have created three new, comprehensive model portfolios which cater to most suitability and risk requirements: the Cautious Portfolio, the Balanced Portfolio and the Adventurous Portfolio.
At their core, each model portfolio has one of GAM’s multi asset Fund of Funds: GAM Star Global Cautious, GAM Star Global Balanced and GAM Star Global Dynamic Growth.
The rest of the portfolio is composed of high conviction GAM-managed ‘satellite funds’: GAM Star Composite Global Equity, GAM Sustainable Emerging Market Equity, GAM Star Continental European Equity, GAM Star Credit Opportunities and GAM Merger Arbitrage.
Each of the new model portfolios, within the Fund of Funds structure, are composed of the basic building blocks of equities, fixed income and alternative investments, with varying weighting to account for the different risk requirements.
This information is for Financial Advisers only and should not be relied upon by retail clients. If you are retail investor, please seek professional advice before making an investment decision.
Source: GAM as at July 2024. The funds listed are not being offered in the US or to US persons.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor r ate from 30/11/2021
Deploying GAM funds exclusively for the model portfolios has numerous advantages:
GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Strategy. Congratulations to Andrea Quapp, Julian Howard and the GAM Investment Solutions (GIS) group. The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period. Full details of these awards and the independent methodology used are available via the Citywire Wealth Manager website.