Philosophy
Our Balanced Pooled Fund is a well diversified balanced fund striving to add value from each of the three major asset classes and from the asset mix decision. We control risk in the fund with guidelines on asset class and sector ranges. The objectives of the Balanced Pooled Fund are to exceed a benchmark, return 3% over inflation, and to be above median against other balanced funds over four years.
The asset mix decision is central to our investment strategy process, for the Balanced Pooled Fund. Our Asset Mix team consists of our key investment professionals.
Portfolio asset mix is determined on a comprehensive basis at least four times a year and reviewed monthly. The process begins with consultation with external experts. The second step involves the creation of internal position papers which highlight the main domestic and global variables of three main sources of influence: macroeconomic factors, asset valuations and price momentum analysis.
The third and final step is the determination of the appropriate asset mix by the chairperson of the asset mix committee.
The team has an average industry experience of 18 years. The team’s experience and tenure has ensured a consistent process and methodology at Sceptre..