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Clients that partner with ipac take advantage of model or tailored multi-manager portfolios. These solutions seek to deliver competitive performance while closely managing risk.
ipac Diversified Investment Strategies
The Diversified Investment Strategies are ipac’s model portfolio and reflect our preferred combination of managers. They optimise the choice between investment performance, cost and risk.
The options range from conservative to growth orientated solutions. Included is Diversified Investment Strategy 5, an innovative portfolio designed to deliver a similar return to a balanced fund but with less volatility. Features of this strategy include a 20% allocation to alternative assets (including a range of hedge funds), the use of value based equities managers and 100% hedging of foreign currency. The portfolio provides daily valuations and liquidity, a significant innovation for a fund with exposure to hedge funds.
Diversified Strategy 5 highlights ipac’s ability to marry its multi-manager capabilities with an intimate understanding of investor needs.
 | Diversified Investment Strategy
1 | Diversified Investment Strategy
2 | Diversified Investment Strategy
3 | Diversified Investment Strategy
4 | Diversified Investment Strategy
5 |
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| Defensive assets | 70% | 28% | 15% | 1% | 22% |
| Growth assets | 30% | 69% | 80% | 94% | 58% |
| Alternative assets | 0% | 3% | 5% | 5% | 20% |
| total | 100% | 100% | 100% | 100% | 100% |
| risk profile* | low | moderate | high | very high | moderate |
* The risk profile is a guide to the risk of each Diversified Investment Strategy compared with the other Diversified Strategies.
tailored portfolios
ipac can offer customised solutions to meet the investment requirements of larger clients. Some of the biggest names in financial services, such as AXA and Legg Mason, utilise ipac’s multi-manager expertise to build portfolios matched to the needs of their investors. For ipac, the ability to tailor investment solutions is a significant competitive advantage.
ipac has unique insights into fund managers from around the globe. Here is a taste of the fund managers ipac can access. | 
