Gary Potter and Rob Burdett

“The portfolio blends a wide range of specialist equity managers, offering niche investment approaches and high alignment of interest with their investors, with three uncorrelated fixed income funds that could all benefit in different ways from the outcome of the credit crunch. We have added the absolute return Blackrock Absolute Alpha to add further stability. The equity managers have all been chosen for their ability either to be very flexible in how they deal with changing market conditions, or at the other extreme ignoring market noise completely – in any event momentum managers do not feature at present.”