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We offer a range of risk profiled strategies from fixed income, defensive investments through to equity-only portfolios.
These strategies can be constructed in a traditional manner or should you wish your portfolio to adhere to responsible investment guidelines we can do that too. If you would like to receive income from your portfolio this can also be arranged.
The Rocq Capital team have worked together for many years providing clients with a consistent investment approach that has generated steady returns during this time. It is our priority to understand each client’s needs and to construct investment portfolios that meet their expectations. Whether our clients are cautious or interested in more aggressive growth strategies we aim to deliver superior risk adjusted investment returns over the medium to long term.
The Defensive strategy aims to generate very limited capital appreciation, which should not be expected to keep pace with inflation, and may be accompanied by a small amount of income. Mostly invested in fixed income and alternative investments, this strategy should not be expected to generate returns in excess of 2% per annum over a market cycle, and is designed to limit the risk to capital.
The Cautious strategy aims to generate modest capital appreciation whilst limiting portfolio drawdowns in the medium to long term. It utilises a top down approach to asset allocation and will invest across a range of asset classes through funds and other instruments with some exposure to equities. The strategy seeks to achieve returns over cash plus 2%-4% per annum over a market cycle.
The Balanced strategy aims to generate capital appreciation in the medium to long term. It utilises a top down approach to asset allocation and will invest across a range of asset classes through funds and other instruments. Our experienced investment committee will use a variety of research sources and views to construct and adjust the portfolio in response to market conditions. This strategy will typically have an allocation in excess of 50% to equities and seeks to achieve returns of cash plus 4%-6% per annum over a market cycle.
Our Growth strategy aims to generate substantial capital appreciation in the medium to long term. It is intended that the strategy will typically be significantly exposed to global equity markets, raising its risk profile and making it most suitable for a long-term investment. The strategy seeks to achieve returns of cash plus 6%-8% per annum over a market cycle.
The strategy aims to generate substantial capital appreciation in the medium to long term. It is intended that the strategy will typically be heavily exposed to global equity markets in a concentrated manner, raising its risk profile and making it most suitable for a long-term investment. The strategy seeks to achieve returns of cash plus 8%-10% per annum over a market cycle.
The strategy aims to generate substantial capital appreciation in the medium to long term. It will hold funds and other instruments that are invested in companies involved in activities that are making a positive contribution to the environment in a variety of sectors. As such, the portfolio may be less diversified and more volatile than a traditional equity portfolio that does not have these restrictions, raising its risk profile and making it most suitable for a long-term investment. The strategy seeks to achieve returns of cash plus 8%-10% per annum over a market cycle.
The Income strategy will be invested in a combination of bonds, equities and other income generating investments, the mix will depend on your risk and income appetite.