INVESTMENT SOLUTIONS

Milltrust’s Investment Solutions offer investors customisable and actively-managed investment strategies for investors looking for exposure to the global Emerging Markets.   Our program is based off of our award-winning ‘double alpha’ global Emerging Markets investment approach which aims to capture two sources of alpha: (1) from regularly tilting the portfolio towards the more favourable economies and (2) from our expert stock-picking investment teams.  CLICK HERE to read a recent article published about our ‘double alpha’ approach.

The strategies can either be accessed through (1) a single fund vehicle where Milltrust serves as the portfolio manager or through (2) a portfolio advisory service where Milltrust provides the client with the complete model portfolio of both the detailed geographical allocation recommendations and the hand-picked list of regional and country funds for investment.

Existing Strategies:

  • Milltrust Global Emerging Markets (“GEMS”) Multi- Manager Equity Strategy
  • Milltrust Global Emerging Markets ETFs (“GEMS ETFs”) Equity Strategy
  • Milltrust Global Emerging Markets Multi- Manager Multi-Asset Strategy

The allocation models and investment process is entirely proprietary and developed by the lead PM, Eric Anderson.

MULTI-MANAGER INVESTMENT SOLUTIONS

Access Global Emerging Markets portfolios that

  • consist of high conviction equity investments,
  • levered to the dominant domestic themes in each region, and
  • hand-picked by country-specialist investment teams.

WINNER

Innovative Client Solution

Alternative Investment Manager

Wealth Briefing Awards 2015

BROCHURE

Investment Solutions Brochure

GLOBAL EMERGING MARKETS “GEMS” MULTI-MANAGER PORTFOLIO

Our award-winning flagship GEMS equity portfolio invests across the Milltrust regional EM UCITS Funds and other specialist equity funds.  The top-rated strategy has delivered a 4-year track record of outperforming the market indices and our GEMS peer group.

GEMS Fact SheetLatest Allocation Report

GLOBAL EMERGING MARKETS “GEMS ETFS” PORTFOLIO

Our GEMS ETFs portfolio combines our top down alpha generation
with allocations to low-cost and liquid country/regional index-tracking ETFs.

GEMS ETFS Fact SheetLatest Allocation Report
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