What happened to the Global Diversified Markets Growth portfolio, and why?

Modified on Thu, 19 Oct, 2023 at 9:21 AM

The Global Diversified Markets Growth portfolio will continue to operate but will no longer be open to new investments, as of January 2023, as Save is introducing a new portfolio for the ‘Growth’ category that seeks to extract returns using a wider range of methods.

 

The trend-based asset allocation scheme used in the Global Diversified Markets portfolios is an effective, robust quantitative approach that successfully navigated 2022, with the ‘trend-following' technique gaining significant additional popularity recently on suggestions that its strong performance could be expected to continue. A QR and Man AHL are two examples of reputable, academic practitioners proffering these views.1,2

 

Hence, while the outlook for trend-based portfolios is bright, Save has partnered with a sophisticated hedge fund to launch a new ‘Growth’ portfolio– called the Save Global Multi-Strategy – which combines 6 sub-strategies in seeking to extract returns from various sources across market regimes.

 

1 https://www.aqr.com/Insights/Research/White-Papers/Trend-Following-Why-Now-A-Macro-Perspective

2 https://www.man.com/maninstitute/trend-following-2022-review

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