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stonehage fleming investment management - Multi-Asset

Multi-Asset

This is our core investment offering; globally diversified portfolios are constructed with the objective of preserving and growing our clients’ wealth in real terms, across generations. Portfolios are globally diversified and employ third party fund managers of exceptional talent.

Investment due diligence is key to this investment strategy, and advanced technology is employed to identify truly skilled active managers whose outperformance is likely to sustain over the long run. Extensive reach and strong relationships allow us to access the best investment talent and blend their skills in a thoughtful and pragmatic way. Through the rigour of the due diligence process, we meaningfully narrow the odds of identifying talented managers with whom to invest.


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Multi-Asset Offering

Global Multi-Asset Portfolio

Profile

A global portfolio of long-term investment opportunities, including talented active managers and passive strategies. The objective is to preserve capital in the medium term and to achieve capital growth in real terms over the longer term

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Fund Managers

Meet the team

Helen Loring

Helen is a Director of Investment Strategy & Research for Stonehage Fleming Investment Management. Helen is part of the multi-asset investment team where she has responsibility for management of multi-asset portfolios and focuses on asset allocation, portfolio construction and risk.

Tristan Dolphin

Tristan is a Director within the Investment Strategy & Research team, focusing primarily on equity research and manager selection.

Multi-Asset Umbrella Funds

Profile

A global portfolio of long-term investment opportunities, including talented active managers and passive strategies. Our objective is to preserve capital in the medium-term and to achieve capital growth in real terms over the longer term, whilst generating moderate levels of income.

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Fund Manager

Meet the team

Peter McLean

Peter is a Director for Stonehage Fleming Investment Management with responsibility for the day-to-day management of the Global Balanced and Global Growth Portfolio funds.

Northern Funds

Profile

More information available on request: enquiries@stonehagefleming.com

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The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. 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 are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. 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 information is directed only to Canadian residents that are "accredited investors" as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations. This information is not, and under no circumstance to be construed as, an offering memorandum, an advertisement or a public offering of any securities described herein in any province or territory of Canada (each, a "Canadian Jurisdiction"). Under no circumstances is this information to be construed as an offer to sell securities or the provision of advice in relation to any securities. Any offer or sale of any securities described in this information will be made pursuant to the definitive private placement documents for the securities. In addition, any offer or sale of, or advice on, any securities described in this information will be made only by a dealer or adviser registered or relying on an exemption from registration in the applicable Canadian Jurisdiction. No Canadian securities regulatory authority has reviewed or in any way passed upon the information contained in this website or the merits of any securities described in it, and any representation to the contrary is an offence.

By clicking on the button "I agree" you certify that you are an accredited investor as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.

 

This information on this website is only intended for a) Qualified Clients, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968. It is not intended for any other type of investor. If you are unsure about whether you meet the criteria as a Qualified Client or Qualified Investor, please seek legal advice prior to reviewing this information.

By clicking on the button "I agree" you certify that you are a) a Qualified Client, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968.

 

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.

 
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