Sanctum Wealth Management Launches its Global Allocator Strategy
Mumbai, August 27, 2018: Sanctum Wealth Management today announced the launch of their Global Allocator Strategy which will offer clients a unique proposition for geographically diversifying their equity portfolio.
Sanctum Global Allocator strategy will invest in domestic mutual funds including ETFs that invest in global equities through direct or indirect routes. This will help clients invest in various geographies, enabling them to mitigate risks and broaden the growth potential of their investments. This strategy will be headed by Ms. Roopali Prabhu, Head of Investment Products, Sanctum Wealth Management, and advised by Mr. Gary Dugan, a global investment advisor with over 35 years of investment experience.
Commenting on the launch Mr. Prateek Pant, Head of Products and Solutions, Sanctum Wealth Management said, “The launch of Sanctum Global Allocator strategy broadens and deepens our product offering in line with our commitment to providing our customers with end-to-end wealth management services. It adds an important diversification component to our investment toolkit and enables our clients to invest in different pockets of value across geographies thereby capturing unique opportunities while improving their risk-reward profiles.’’
Commenting on the launch Mr. Gary Dugan said, ‘’In an environment of generally low interest rates and growth in corporate profits, there is still room for further returns from global equities in the coming years and the launch of Sanctum Global Allocator strategy is to leverage this opportunity. It must be remembered that behind the US, other countries are just getting into their stride with stronger consumer and investment spending.”
The Benchmark index of Sanctum Global Allocator is 75% MSCI Development and 25% MSCI Emerging Markets. The investment horizon for this strategy is three to five years and suitable for long term investors.
About Sanctum Wealth Management
Sanctum Wealth Management Private Limited (Sanctum) is an Indian wealth management firm, created through the transfer of RBS’ India Private Banking business. The company offers a range of bespoke products and services to HNW & UHNW clients. Its key offerings include investment solutions, real estate services and wealth planning.
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