net return from flagship balanced
strategy since inception
risks.
The following risks may be materially relevant but may not always be adequately captured by the summary risk indicator and may cause additional loss: Counterparty risk, Risks linked to the use of derivatives and financial techniques and Model risk.
All Roads Strategies
Engineering smooth investment journeys
All Roads is our flagship, multi-asset franchise that seeks to deliver smooth investment journeys: robust, stable returns and the management of downside risks throughout all market environments. Flexibility is at the heart of All Roads and its risk-based approach can be adapted to suit various risk appetites.
Cash +3%
10 + years
the strategy was launched in 2012
5%
annualised volatility from flagship
balanced strategy since inception1
purpose-built investment vehicle.
robust engine, responsive controls.
clean braking, soft suspension.
fuelling the drive.
responsive steering for all-weather control.
To maintain our SAA, deploy tactical strategies and implement DDM, we believe it is best to invest as rationally as possible. By removing emotion in bullish markets, bearish episodes and everything in between, we expel behavioural biases that can distract us from our objectives, such as:
- Loss aversion. The pain of past underperformance can lead to underinvestment or early exits from positions
- Overconfidence. People often perceive their abilities to being artificially strong, which leads to rash or poorly informed decisions
- Anchoring. Too much stock is placed in certain information, causing reluctance to exit underperforming positions when there are better alternatives
For this reason, the strategies driving All Roads are totally systematic, tested and – importantly – fully transparent. All of our thinking, and the disciplined implementation processes, are there for investors to see, always. We say what we do. We do as we say.
research-driven innovation.
A scientific approach is critical to the design and implementation of our risk models, active strategies and other portfolio features, therefore we run a continuous research programme dedicated to risk-based investing.
We aim for the outputs to have real-world applications: our commodities exposure and Macro Risk Premia (MRP) overlay are two examples of how our research and development has directly benefited All Roads.
Our team includes PhDs and Chartered Financial Analysts, and we apply our engineering backgrounds, financial expertise and investment experience on projects that can produce direct portfolio outcomes and prioritise those likely to have the most material effect on risk-adjusted performance.
Timeline: research-driven innovations for All Roads4
one vehicle, many destinations.
In a world characterised by unanticipated change, we believe the systematic, risk-based approach driving All Roads provides multiple benefits to a range of investors.
All Roads is an adaptable, high-performance vehicle. It can suit conservative, balanced, growth and riskier appetites – and its liquidity and strength in diversification lend it to multiple uses in broader portfolios. For example, as a:
- Total-return, liquid-alternative solution for allocations including fund-of-hedge-fund portfolios
- Satellite strategy for a core 60/40 or diversified growth portfolio. As such, it can be a complementary, liquid-growth exposure, or a source of risk-based diversification
- By picking the appropriate profile, liquid low or high volatility diversifier within broad investment portfolios
- Portfolio construction style diversifier alongside more traditional, discretionary approaches
For many of us at Silvercrest, All Roads serves a different purpose: as the core strategy for the Group’s pension plan, its performance directly influences our financial futures. We are committed for the long haul.
Day in, day out, the All Roads franchise applies an evidence-based, disciplined and dynamic approach to investing in diverse risk premia to navigate uncharted territory – for us, this is the essence of risk-based investing.
more about our funds.
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Past performance is not a guarantee of future results. If the funds are denominated in a currency other than that in which the majority of the investor's assets are held, the investor should be aware that changes in rates of exchange may affect the value of the funds' underlying assets. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
