Multi-Asset Service

The Killik Asset Management Multi-Asset Service is a segregated portfolio service that achieves a high degree of diversification through direct investment in fixed income securities, equities, property, cash and ‘alternative assets’ such as commodities, market-neutral funds, infrastructure and private equity.

The service adopts a dynamic approach to asset allocation; flexibly adjusting portfolio weightings where appropriate to ensure optimal investment positioning with regard to our capital markets view. We undertake absolute return and conventional investment strategies and are pleased to advise clients regarding the most appropriate choice.

Factors for Consideration

Portfolios will be invested across a range of asset classes and are likely to include exposure to higher risk, more volatile, investments and strategies as well as assets such as commodities, hedge funds and private equity which may display greater volatility and/or poorer liquidity characteristics than traditional equities and bonds. The value of investments will vary and you may realise less than the sum originally invested.