Benefits for Corporates

For corporates, we offer various ranges of funds, including the Strategic Asset Allocation Range, Absolute Return Range, Flexible Asset Allocation range, Specialist Funds, Hedge Fund of Funds and ForLife. While each category offers investments suitable for investors across the risk spectrum, there are slight differences between the categories. Please contact us should you wish to discuss our product range, we would be happy to chat to you about your needs.

As the representative of a business or organisation, you have a very important responsibility - to ensure that the staff are well looked after, after retirement. But it's not always easy to decide what the best options are for investing their money. Perhaps you should consider a multi-manager, such as SYm|mETRY Multi-Manager. Instead of investing in individual shares, multi-managers select top asset managers who are best placed to make the best investment decisions for clients. Our investment experts spend 40% of their time on research and monitoring among a universe of approximately 100 managers. This means that investors get the benefit of more than just one asset manager. SYm|mETRY Multi-Manager undertakes rigorous research, not only into performance, but also the strategy, philosophy and individual strengths of asset managers. In this way, clients benefit from reduced risk due to the differing behaviour of different asset managers under different market conditions.

• Our clients get the benefit of our in-depth manager research:
  Our experienced investment team spends over 40% of their time on manager research to ensure the most optimal manager choices are made for our funds.
• Our clients get exposure to more than one investment strategy:
  We purposefully select managers with different styles and strategies to decrease the risk in our funds and reduce the dependence on specific market conditions to do well.
• Our clients enjoy a cost-effective investment solution:
  As a result of our size, SYm|mETRY can offer investors fund of fund fees that may be lower than the fees for investing directly in the underlying managers.
• Our clients enjoy peace of mind while we do the work:
  Portfolios and managers are constantly monitored to ensure they meet their objectives and manage risk appropriately. SYm|mETRY will make all changes required to maintain an optimal fund structure.
• Our clients benefit from a total solution:
  Being part of Old Mutual, we're able to leverage extensive back-office systems and resources to streamline processes and costs, allowing us to focus on achieving strong returns.

For corporates and financial advisers who operate in this space, SYm|mETRY's platform business allows you to access managers, allowing you to pick and choose your own managers - a bespoke solution - at a fee which may be more affordable due to bulking. We also look after all your administration in this regard, meaning you're able to focus on your clients. For more information about our platform business, email Patrick Thomas.