INVESTMENT MANAGEMENT

Bespoke portfolio management
Our Apio Wealth portfolio options ensure a wide and flexible range of investment options for a large and diverse investor base.

Investment approaches
Core Active
A diversified global asset allocation, using a blend of actively and passively managed funds. Active managers are only used when Apio Wealth has sufficient conviction in their ability to consistently outperform the benchmark.

Income-oriented
Portfolios are implemented to target a higher income level than the Core Active approach and also distribute all income generated.

Enhanced indexing
Enhanced Indexing (Smart Beta) is a factor-based approach to investing, which generally costs less to implement than traditional actively managed portfolios, but still has the potential to outperform traditional passive investments.

Absolute-oriented
Portfolios incorporate a much higher allocation to Absolute return funds in place of traditional fixed income.

Pure Absolute
A diversified blend of only Absolute Return funds to achieve a low correlation to the world equity markets. The result is a low volatility portfolio that targets a steady return, along with lower performance-draw-downs than standard long-only multi-asset portfolios.

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