Discretionary Managers

Apollo Multi Asset Management

Apollo Multi Asset Management LLP was founded in July 2008 with the primary aim of preserving and growing the wealth of investors over the medium to long term in the most risk efficient manner possible.

History has taught us that this aim is best achieved by adopting a multi asset strategy, as no one asset class performs well at all stages of the economic cycle and diversification is key to smooth out painful volatility. Apollo's fund management team are specialists in this type of investment and have the necessary experience to create the optimum portfolios to match a client's attitude to risk.  In essence each asset class has its own characteristics such as average return, correlation, volatility, and specific periods within the investment cycle to which they are most suited.  Apollo focus on blending these individual asset classes together into portfolios to enhance return and reduce risk, such that the 'whole is greater than the sum of the parts'.  Although there are many subsets within asset classes, essentially we focus on these eight; equities, bonds, cash, property, commodities, currencies, alternatives and private equity.

Apollo Managed Investment Solutions via Novia

The Apollo Managed Investment Solutions have been developed to provide Advisers with a solution that focuses primarily on the clients' risk profile. The service consists of six, ready-made portfolios that have been deemed appropriate for clients with risk profiles of 2 through to 7 (based on the standard 1 to 10 scale). Details on the portfolios can be found on their respective fact sheets.  Each of these portfolios are constructed from Apollo's own multi-asset funds and are continually monitored and rebalanced where necessary to ensure that its risk profile remains unchanged.

How are the Portfolios Constructed?

The portfolios are constructed using a blend of Apollo's four multi-asset funds which are managed by an investment team that has demonstrated its ability to deliver strong and consistent performance for investors over the long term. The funds focus on wealth preservation and downside protection, seeking to smooth returns and minimise the investor's exposure to risk and volatility.

Key benefits

• Low entry level available (£5000) without any compromise on the quality or service of the investment proposition
• A range of six portfolios that aim to provide risk-based solutions that suit a broad range of clients
• Solutions that are tailored to the clients' specific risk profiles and are based around funds which continue to deliver strong performances for investors
• A professional discretionary investment solution with transparent biannual reporting direct to the Adviser and monthly factsheets with full portfolio holdings
• Access to a level of service that has traditionally only been available to high net worth clients
• An alternative, cost-effective, consistent, RDR compliant solution for managing client assets
• Strong process with downside protection, liquidity and diversification
• Available through tax-efficient wrappers including ISA and SIPP
• Ability to align to existing risk profiling tools

 

Contact

For more information please contact your Novia Regional Sales Manager or speak to one of the Apollo team on 020 3291 2916.