The objective of OptiMix is to achieve superior, consistent long-term returns. This can be defined as achieving first quartile investment returns against the relevant peer group of funds over all rolling 12 month periods. First quartile is defined as the first 25% of peer group funds, which are comparable to the relevant OptiMix investment product.
We seek to achieve this through the active OptiMix investment process, which blends together investment managers of varying investment styles. As a result investment returns are not subjected to one particular style or process and do not falter when the economic environment is not conducive to one style's potential to add value.
The consistency of returns in the short to medium term derives from the blend of returns of various investment managers. In the long-term this should deliver consistently superior investment returns. |