Diversified strategies for International Investors
The 1OAK MA Multi-Asset Strategies have exposure to a mix of equities, bonds and liquid alternative assets. The Strategies have been developed for clients with a range of attitudes to risk from those who are more cautious to those who are prepared to accept higher risk in exchange for higher returns.
The strategies are managed by 1OAK Capital based on guidance from Blackrock. The strategies have been developed to meet the needs of investors who want to benefit global exposure.
|Strategy||Strategic Benchmark||Risk Slider||Base Currency||Strategy Page|
|MA40||40% Equity / 60% Bonds||
|MA60||60% Equity / 40% Bonds||
|MA80||80% Equity / 20% Bonds||
The strategies are risk graded to be suitable for investors with different attitudes to risk. Each Strategy in the 1OAK MA range has a long term strategic allocation to equities and bonds. The equity/bond split has been set to create a risk reward profile that is suitable for investors with a lower, medium and higher attitude to risk.
Benefits and Features
The 1OAK Strategies have been developed to provide the foundation for a range of simple investment solutions including the 1OAK multi asset funds. They offer the following benefits:
Three risk graded strategies
Diversified, global exposure to equities and bonds
Guided by Blackrock model portfolios
Creating The 1OAK Strategies
The allocation to each component in the 1OAK strategies is based on guidance from Blackrock. In this document we describe how 1OAK has created the strategies to meet the needs of different investors and the process used to determine the weights to each component.