Welcome to Sequel Investments
Our approach to investing is simple. We believe that to understand how to invest you need to understand who you are investing for. Our funds have been carefully designed to balance investment risk with returns to achieve financial objectives.
SEQUEL – RAISING THE BAR
Our funds have three distinctive characteristics that align investments with goals, both now and in the future.
Benchmarked performance
Whether investments are used to build up cash or provide an income, our funds have an investment strategy of ‘CASH+’ which gives a precise investment objective, i.e. to beat the value of cash in the bank over the medium to long-term.
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Active, unfettered management
The role of an active fund manager is to actively identify investment opportunities. Our funds provide a comprehensive, global portfolio in a similar manner to a discretionary service and use a multi-asset, ‘fund-of-funds’ approach to investing in asset classes around the world to increase diversification and spread risk.
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Risk controlled, and client aligned
We have set limits on the risk that the investment manager will take to achieve the investment goals of our funds – known as volatility caps. These caps mitigate excessive risk by limiting the volatility to a percentage of recognised UK indices per year over a 5 year investment term.
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Our appointed investment manager for the Sequel Cautious and Balanced Target Return funds and the two ‘Smart Diversification’ funds (Real Assets and World Equity Sector) is State Street Global Advisors (SSgA). SSgA has been chosen for a variety of reasons, including their innovative and world class investment strategies, combined with their enormous size, being one of the top half dozen investment companies in the world (by assets under management). The relationship with Sequel is the first multi-asset mandate for their UK Investment Strategy Group within the retail financial advisory market across UK wide multi-platform channels.
Our appointed investment manager is Waverton Investment Management (Waverton) for the Sequel Growth Target Return fund. Waverton has been chosen for a variety of reasons, including their extensive global expertise and specialists across key asset classes, setting them apart from many competitors. Their investment philosophy is global, active, and direct, with a robust process that has proven resilient through various market conditions, using mainly directly invested holdings.
REAL ASSETS
Aims to provide a total return in excess of the Elston Strategic Real Assets Index (the “Target Benchmark”) after fees and expenses are applied over the medium to long term, being 5-7 years.
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Aims to provide a total return in excess of the Elston World Equity Sector Equal Weight Index (the “Target Benchmark”) after fees and expenses are applied over the medium to long term, being 5 to 7 years.
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Cautious TARGET RETURN STRATEGY
Aims to provide capital returns over a minimum of 5 to 7 years of 2% above that expected from long-term cash deposits, with a risk control of up to 50% of the risk taken by recognised UK indices.
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Balanced TARGET RETURN STRATEGY
Aims to provide capital returns over a minimum of 5 to 7 years of 3.5% above that expected from long-term cash deposits, with a risk control of up to 75% of the risk taken by recognised UK indices.
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Growth TARGET RETURN STRATEGY
Aims to provide capital returns over a minimum of 5 to 7 years of 5% above that expected from long-term cash deposits, with a risk control not exceeding the risk taken by recoginised UK indices
Find out moreThe Sequel Funds have been carefully designed to help balance investment risk with returns to achieve financial objectives.
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