THE ROXBURGH PORTFOLIOS
The Roxburgh portfolios have been, and continue to be subject to rigorous qualitative and quantitative analysis as well as a robust ongoing due diligence processes, which ensures the selection of quality unit trust funds within the portfolios.
Our investment process provides our clients with a scientifically designed suite of risk-profiled investment portfolios that are robust, yet dynamic in adapting to changes in investment market cycles.
Roxburgh Trust expanded its offering to include five composite investment portfolios with risk profiles that are matched to the risk and return needs of its clients, ranging from conservative to high equity.
Each fund has a pre-determined strategic asset allocation, which is monitored on an ongoing basis to maintain each portfolio’s risk profile. The Investment Committee additionally monitors the macro-economic environment with a view to determining whether tactical asset allocation changes are necessary.
CURRENT FUND FACT SHEETS