IWG Growth Portfolio SMAs
Investment Strategy
The IWG Growth Portfolio is a diversified portfolio which is actively managed by IWG and includes a range of financial instruments, targeted at investors with a Balanced-to-High risk attitude. This portfolio emphasizes equity (up to 90% of the portfolio), with diversification into structured products, bonds, alternative investments, real estate, precious metals, and cash. Emerging Markets equity is capped at 40%. It’s designed for investors aiming to maximize returns and inflation protection, while reducing volatility through varied asset classes. The strategy includes constant adjustments to geographic allocation and sectors.
Highlights
Asset Class
Global Equities, Fixed Income
Benchmark
Dow Jones Euro STOXX Index
Core S&P 500 Index
Bloomberg Barclays Aggregate Bond Index
Driver of Expected Return:
Security Selection
Management
Performance & Risk Metrics
As of 28/02/2025
Returns | YTD | 1 Year | 3 Years | Since Inception |
|---|---|---|---|---|
Core S&P 500 | 1.42% | 18.83% | 12.43% | 19.94% |
Bloomberg Barclays Global Aggregate Bond Index | 1.22% | 4.02% | -1.24% | -1.30% |
Dow Jones Euro STOXX Index | 11.02% | 15.82% | 12.07% | 17.03% |
Growth Portfolio | 3.44% | 15.83% | 7.30% | 11.57% |
Risk Metrics
As of 28/02/2025
Title | Growth Portfolio | Benchmark |
|---|---|---|
Volatility | 10.96% | 12.77% |
Market Capture Ratio | 1.12 | 1.00 |
Maximum Drawdown | -15% | -20% |
Sharpe | 0.81 | 0.70 |
Beta | 0.73 | 1.00 |
Nothing contained in this site constitutes a solicitation to provide any investment advice or service or to purchase or sell any financial instruments. The material provided on this site is presented as of the date shown and "as is". IWG does not expressly or impliedly warrant the accuracy of the information provided on this site and expressly disclaims any warranties of fitness of this site for any particular purpose. This material reflects the opinion of the Brokerage company at the date of printing. The material is based upon information that we consider reliable, but we do not represent it is accurate, complete, valid or timely and it should not be relied on as such for any particular purpose.