Tackling Inflation Key for Alternatives Exposure
Why are you looking to increase your current exposure to alternative UCITS funds? (%)
60.0
Investors told us their main reasons for increasing alternatives was to tackle inflation and improve diversification. So, it is little surprise that the most popular alternatives in our snapshot survey are commodities and infrastructure – asset classes notable for their resilience to inflation and their ability to hold their heads when equities fall. The overweight for commodities (39.1%) and for infrastructure (34.8%) are the most emphatic overweights across equities, fixed income and alternatives in our survey. The worth of holding commodities can be illustrated in that the iShares GSCI Commodity Dynamic Roll Strategy ETF has returned 18.73% in the year to date.
Tackle inflation
Improve diversification
30.0
30.0
Enhance risk control
Satisfy client requirements
20.0
20.0
Be part of an emerging trend
Manage economic uncertainty
10.0
10.0 10.0
Increase returns
Other
Are you happy with your alternative UCITS portfolio performance YTD? (%)
4.8
23.8
33.3
Very satisfied
Satisfied
Why are you looking to decrease your current exposure to alternative UCITS funds? (%)
60.0 60.0
0
0
Neutral
38.1
Disappointed
Very disappointed
40.0
Poor performance
Are you looking to change your current exposure to alternative UCITS funds? (%)
To balance portfolio
23.5
Volatility
Satisfy client requirements
20.0 20.0
Maintain
Trend is exhausted
Increase
Unsatisfactory funds available
Decrease
Complicity
76.5
Looking to change external asset management
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