Man Balanced Managed
The Man Balanced Managed strategy targets capital growth over the long term through unconstrained asset allocation across a range of Man Group products.
- A global, actively managed multi-asset strategy with up to 85% in equities
- Diversified and dynamic asset allocation that combines proprietary macro research with access to a broad range of high-calibre in-house strategies across the capital structure
Approach
The manager blends his top-down market perspectives with the security selection skills of the underlying managers in order to construct a portfolio of multiple alpha sources with a low correlation of return streams.
Asset allocation and fund selection is guided by our proprietary asset class valuation model and implemented in accordance with the overarching macro thesis. Capital is dynamically shifted between alternative and traditional funds, across both equities and fixed income, seeking to capitalise on prevailing market conditions.
As one of the largest alternative managers in the world, Man Group manages a wide range of high calibre and fundamentally-driven teams across the global capital structure, providing a fertile source of active strategies in which the team can invest.
In line with its unconstrained and style agnostic investment approach, the strategy’s regional and sector exposures may deviate substantially from the peer group.
The manager has full access to Man Group’s risk analytics and trading systems, providing real time transparency of performance and risk data at the position level. Combined with their daily interaction with the underlying managers, this greatly enhances the monitoring of portfolio exposures and timely allocation of capital.
Meanwhile, portfolio risk is controlled through Man Group’s sophisticated risk management system and our unique behavioural skill-development programme. This incorporates objective feedback on investment decisions and one-to-one coaching to develop strengths and address weaknesses for each of Man Group’s managers.
| Approach | Long |
| Asset Class | Multi-Asset |
| Geographic Focus | Global |
Performance
7.0%
13.8%
21.0%
33.4%
197.5%
229.1%
Performance by calendar years
Strategy
10.9%
-1.2%
11.3%
-2.4%
15.2%
As at 30 June 2024
Inception date 28 April 2000
Past performance is not indicative of future results. Returns may increase or decrease as a result of currency fluctuations.
Please note that the performance data is not intended to represent actual past or simulated past performance of an investment product. The data is calculated in GBP and is based on a representative investment product or products that follow the strategy. An example fee load of 0.75% has been applied. *Current management assumed responsibility for the strategy on 1 April 2009.
Investment Solutions
Man offers a comprehensive suite of investment solutions and formats that can be tailored and optimised to meet specific client needs.
Our investment solutions offer optionality including: liquidity, control, investment restrictions, investor customisations and transparency.
UCITS
Alternative investment funds
US 40 ACT
Regional funds
Separate accounts
Advisory mandates
Managed accounts
Access to investment products and mandate solutions are subject applicable laws and regulations including selling restrictions and licensing requirements. Investment solutions listed above may not be compatible for all investment strategies and may be subject to minimum subscription requirements. Regional Funds: In additions to UCITS and AIFs registered across the EEA, a number of investment strategies are available in vehicles registered in Chile, Netherlands, Hong Kong, Japan, Singapore, South Korea and Switzerland.
Considerations
One should carefully consider the risks associated with investing, whether the strategy suits your investment requirements and whether you have sufficient resources to bear any losses which may result from an investment:
Investment Objective Risk - There is no guarantee that the Strategy will achieve its investment objective.
Market Risk - The Strategy is subject to normal market fluctuations and the risks associated with investing in international securities markets and therefore the value of your investment and the income from it may rise as well as fall and you may not get back the amount originally invested.
Counterparty Risk - The Strategy will be exposed to credit risk on counterparties with which it trades in relation to on-exchange traded instruments such as futures and options and where applicable, ‘over-the- counter’("OTC","non-exchange") transactions. OTC instruments may also be less liquid and are not afforded the same protections that may apply to participants trading instruments on an organised exchange.
Currency Risk - The value of investments designated in another currency may rise and fall due to exchange rate fluctuations. Adverse movements in currency exchange rates may result in a decrease in return and a loss of capital. It may not be possible or practicable to successfully hedge against the currency risk exposure in all circumstances.
Liquidity Risk - The Strategy may make investments or hold trading positions in markets that are volatile and which may become illiquid. Timely and cost efficient sale of trading positions can be impaired by decreased trading volume and/or increased price volatility..
Financial Derivatives - The Strategy will invest financial derivative instruments ("FDI") (instruments whose prices are dependent on one or more underlying asset) to achieve its investment objective. The use of FDI involves additional risks such as high sensitivity to price movements of the asset on which it is based. The extensive use of FDI may significantly multiply the gains or losses.
Leverage - The Strategy's use of FDI may result in increased leverage which may lead to significant losses.
You are now exiting our website
Please be aware that you are now exiting the Man Group website. Links to our social media pages are provided only as a reference and courtesy to our users. Man Group has no control over such pages, does not recommend or endorse any opinions or non-Man Group related information or content of such sites and makes no warranties as to their content. Man Group assumes no liability for non Man Group related information contained in social media pages. Please note that the social media sites may have different terms of use, privacy and/or security policy from Man Group.