MULTI ASSET FUNDS

Bravemarket Multi Asset Funds team seeks to combines multiple asset classes in a single portfolio to tactically shift risk exposures, or to take advantage of short-term opportunities or to minimize short-term risks. Our multi asset funds may invest in a number of traditional public equity and fixed income strategies, index-tracking funds, mutual funds, financial derivatives as well as alternative investments, such as private equity, hedge funds, private credit, real assets, real estate, real estate investment trusts (“REITs”) and commodities.

Bravemarket Multi Asset Funds teams offer several multi-asset fund strategies to meet a wide range of investment objectives. We offer a Model Portfolio Fund strategy that seeks to invest in mutual funds from different asset classes in recommended and curated proportions. The funds are designed towards specific investment outcomes such as income, stability, or growth, among other combinations. Our portfolio managers and software engineers construct the model and monitor it over time, making adjustments to the model as markets change.

We offer a Fund of Funds strategy that invests in Bravemarket Funds from different asset classes instead of investing directly in stocks or bonds. These funds offer similar multi asset benefits to a model portfolio, but within a single fund structure. Ongoing allocations are managed by a portfolio construction expert and administered directly within the fund structure. We offer a Balanced Fund strategy that typically includes a combination of stocks and bonds in a fixed percentage, such as 80:20, 50:50, or 20:80. Typically, balanced funds have less risk than a pure equity fund, but more risk than a pure fixed income fund. We offer a Systematic Funds strategy that uses analytical models to determine which investments to select, in what proportion, and when to make changes. The models may be based solely on factor research or may be a blend of quantitative and fundamental research.

We construct Multi Income Funds that seeks to generate a distribution or payout from the fund on a regular basis. Distribution payouts can be based purely on dividends, purely on coupon payments, or a mix from different asset classes. They may be designed to be regular and consistent which may occasionally require a return of capital, or regular, but inconsistent paying out only what the investment earns. We can also construct Target Risk Funds that seeks to achieve growth and/or income within a specific volatility range. The managers use multiple asset classes to help balance the risk and return of the fund consistent with the level of risk tolerable by the investor. Finally, we also offer Target Date Funds that are typically associated with education planning or retirement planning. An investor chooses a date sometime in the future when the funds will be needed for a specific purpose. The funds follow a road map of exposure to growth-based assets, reducing the exposure to equity risk as the date nears.

The strengths of Bravemarket Multi Asset Funds include exposure to multiple best-in-class portfolio managers who are experts within their asset class or category. No portfolio manager can be an expert in all asset classes. Our Multi-Asset Funds portfolio managers compare the relative value opportunity of one asset class against another, but leave the security selection to the specialized portfolio managers. Multi Asset Funds also introduce a depth and breadth of diversification beyond what a typical investor can achieve on his, her or its own, including sectors, geographies, market capitalizations, currencies, and investment management styles. Multi Asset Funds provide high responsiveness to changing markets. Our Multi Asset Funds portfolio managers can reduce equity exposure during market volatility or increase equity exposure during appropriate times, steering the portfolio in pursuit of the targeted outcome.