Important Notice

The 1OAKFunds website is designed solely for Professional and Eligible Counterparties as defined by the Financial Conduct Authority and their professional advisers. To view the content you confirm that you have read and accept our Disclaimer. If you are not a Professional Client, Eligible Counterparty or professional adviser you should not proceed any further. In particular, the content of this website is for Professional Clients and Eligible Counterparties only and should not be relied upon by, or circulated, to Retail Investors.

Issued by 1OAK Capital Limited, authorised and regulated by the Financial Conduct Authority.  1OAK Capital Ltd (1OAK) (Registered in England & Wales Number: 06890293; FCA registration number 501453) provides fund management services for its customers. 1OAK Capital Limited is authorised and regulated by the Financial Conduct Authority. Registered Office of 50 Sloane Avenue London SW3 3DD.

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.

StrategyStrategic BenchmarkRisk SliderBase CurrencyStrategy Page
MA40 40% Equity / 60% Bonds
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
GBP View
MA60 60% Equity / 40% Bonds
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
GBP View
MA80 80% Equity / 20% Bonds
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
GBP View

Risk Graded

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.

chartFund

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

Daily liquidity

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.

1OAK - Creating the strategies