PORTFOLIO MANAGEMENT / CHARACTERISTICS

Our clients have identified 5 critical factors in safeguarding their family wealth.

REALISED CAPITAL LOSSES

Avoid permanent losses of my capital

UNEXPECTED OUTCOMES

Tell me clearly and simply what risk I am taking. Avoid unnecessary complexity.

LOSS OF INCOME

Identify a realistic level of income that I can generate from my portfolio.

LOSS OF PURCHASING POWER

Preserve my spending power across generations and in a global context.

BEHAVIOURAL BIASES

Prevent me from making the wrong decisions at inopportune times. Ensure you do the same.

Investment Characteristics

Our Investment Approach

PORTFOLIO MANAGEMENT / PRINCIPLES

There are few exceptionally talented individuals who invest well for long periods, and they won’t all reside within a single firm. Our reach and relationships allow us to access the best investment talent and blend their skills in a thoughtful and pragmatic way. Through the rigour of our due diligence process, we meaningfully narrow the odds of identifying talented managers with whom to invest.

​Wealth Preservation

We wish to grow your wealth but its preservation is vital. The most significant destroyers of wealth are often excess leverage and speculation. A wealth preservation mind-set is layered into our process in multiple ways.

Intellectual Honesty

Investment is imprecise. We consistently interrogate our views and investment decisions to reaffirm their rationale, identify potential areas of weakness or unintended risk, and surface new opportunities.

Know What We Own

We invest with conviction. Our due diligence process is extremely rigorous. Every investment has a specific purpose.

PORTFOLIO MANAGEMENT / ASSET CLASSES

Different asset classes fulfil different functions in a portfolio. What you and your family need from your capital will help define how the various asset classes open to us are combined to best effect. Your Strategic Asset Allocation provides the basis for portfolio construction.

Identify
Your
Needs
Liquidity Needs
Attitude to
risk & Return
Timeframe

Investments are diversified across several asset classes:

Equity

Core mix of talented active managers across regions and equity styles; passive and Smart Beta also included

Fixed Income

Global blend of government debt and credit-related exposure

Alternatives

Sophisticated offering of skilful long / short managers and specialist strategies

Private Capital

Annual fund programme investing in 5-7 externally managed Private Capital funds globally

Real Estate

Dedicated programme offering clients real estate exposure through funds and direct co-investments

Cash

Diversified exposure across counterparties and vehicles

Agree Your
Strategic Asset Allocation

PORTFOLIO MANAGEMENT / PROCESS

Investing is a fluid process with many variables to assess before implementation

OPPORTUNITIES

What are our best ideas?

Interesting ideas come in many forms – manager, growth theme, value opportunity, risk mitigator. All the investment team are required to contribute ideas.

RISK VS REWARD

Is that idea truly great?

If an idea makes it to the next stage, it is evaluated in multiple ways - upside vs downside, certainty of outcome, the market environment, time horizon.

IMPLEMENTATION MECHANISMS

Can it actually be implemented?

If an idea passes initial due diligence, it is evaluated in terms of mandate constraints, ease of implementation, and complexity. It then warrants a final round of due diligence.

PORTFOLIO VIEW

Does it fit in a portfolio context?

A good idea must fit in the portfolio and complement existing positions. Is the market environment supportive to an allocation now? Is the overall exposure what we intended? Is it correlating with other positions? What have we missed?

FINAL ALLOCATION

Should we implement it now?

How much should we allocate? When should we implement?

bringing it together

Portfolios capture our best long-term investment ideas, using what we consider the best industry talent to express them through carefully selected funds and securities.



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This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
Group Website

The following web pages contain information on Stonehage Fleming Global Best Ideas equity Fund. This fund is a collective investment schemes (CIS) managed by entities of Stonehage Fleming Investment Management Limited. This fund has not been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to Non-Qualified (retail) investors. The information contained in the following pages is only directed to "Qualified Investors" domiciled in Switzerland, in accordance with Article 10 of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA").

By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a ‘Qualified Investor’ in accordance with ‘CISA’. A ‘Qualified Investor’ is defined as:

  • Regulated financial intermediaries such as banks, insurance companies, fund management companies and asset managers of collective investment schemes
  • Public entities and retirement benefits institutions with professional treasury operations
  • Companies with professional treasury operations
  • Independent (unregulated) asset managers who act under discretionary management mandates for HNW individuals who have each opted to be considered as Qualified Investors
  • This information is not directed at any US person or any person in the US and the information does not constitute an offer or solicitation to buy or sell, or an invitation to buy or sell shares of any Stonehage Fleming fund to any US person or to any person in the US

We have appointed ‘ARM Swiss Representatives SA’ as our Swiss representative for these funds. The paying agent in Switzerland is Banque Heritage S.A. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
Group Website

I confirm I am accessing the website from the country indicated.

 

The following web pages contain information on Stonehage Fleming Global Best Ideas equity Fund. This fund is a collective investment schemes (CIS) managed by entities of Stonehage Fleming Investment Management Limited. This fund has not been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to Non-Qualified (retail) investors. The information contained in the following pages is only directed to "Qualified Investors" domiciled in Switzerland, in accordance with Article 10 of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA").

By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a ‘Qualified Investor’ in accordance with ‘CISA’. A ‘Qualified Investor’ is defined as:

  • Regulated financial intermediaries such as banks, insurance companies, fund management companies and asset managers of collective investment schemes
  • Public entities and retirement benefits institutions with professional treasury operations
  • Companies with professional treasury operations
  • Independent (unregulated) asset managers who act under discretionary management mandates for HNW individuals who have each opted to be considered as Qualified Investors
  • This information is not directed at any US person or any person in the US and the information does not constitute an offer or solicitation to buy or sell, or an invitation to buy or sell shares of any Stonehage Fleming fund to any US person or to any person in the US

We have appointed ‘ARM Swiss Representatives SA’ as our Swiss representative for these funds. The paying agent in Switzerland is Banque Heritage S.A. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
Group Website