The PanDYNAMIC family of risk-profiled funds are new low-cost investments for all types of investors. Using Evercore Pan-Asset’s dynamic asset allocation process they invest mainly in carefully selected Exchange Traded Funds (ETFs). They mirror the investment approach of the successful PanDYNAMIC Model Portfolios.
A Better Way to Invest
We believe the decision about how much to have in equities, bonds, property or other assets is likely to have the greatest impact on your investment performance – much more than whether you pick the right share. Sometimes the crucial decision is whether to be in invested at all or whether to be in cash instead. If we believe that an asset will do badly or that difficult markets are ahead we can reduce risk by switching to cash for a short time.
Our investment professionals monitor world markets day-by-day and make these important decisions for the PanDYNAMIC Funds. We concentrate on the big picture and try to minimise the impact of costs on your investment returns. We invest using low-cost index-tracking ETFs and aim to keep the overall cost of investing in the PanDYNAMIC Funds down to just 0.6% per annum for institutional and charity investors. The overall cost for retail investors may be higher.
Benefits
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Reduced cost to the client
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Clearly defined risk and return benchmarks
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Dynamic asset allocation process including holding cash to help preserve capital
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Clear monthly reporting
Global Vision
The growth of index-tracking ETFs available means that we can safely and cheaply access the performance of a wide range of asset classes around the world. Our investment universe covers over 30 asset classes across all geo graphic regions including equities, bonds, property, commodities and currencies.
The asset allocation team constantly seek the best investment opportunities around the world for each Fund. We look for signs of the higher long-term growth which normally drives an asset to outperform over time. We hold a strong belief that the economic and political emphasis is moving steadily from the old Western economies which dominated the last century towards the Asian economies which will dominate this one. Our portfolios attempt to capture the opportunities created by this seismic shift, while not losing sight of the potential still offered by the traditional markets.
