Our investment strategy is based on three core principles – diversification, a flexible asset allocation and a proactive risk management framework. We believe that markets display inefficiencies, and we capitalize on these inefficiencies by doing indepth, bottom up, fundamental research.
At Chartis Asset Managment, we are committed to providing our investors with a comprehensive range of funds tailored to various risk profiles and investment goals. Below, you will find the performance details of our carefully curated portfolio, designed to cater to both local and global market opportunities. Whether you are seeking a conservative approach, balanced growth, aggressive investments, or diversified exposure to global fixed income and hedge funds, we offer solutions that align with your financial objectives.
Explore the performance of each of these funds.
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 8,2% | 12,8% | 11,8% | 33,3% | 31,4% |
| Benchmark | 8,6% | 13,2% | 14,1% | 14,9% | 14,6% |
The Global Equity Portfolio is a USD-denominated investment strategy that focuses on global equities with a high-risk, high-return profile.
The portfolio seeks to outperform global equity markets by leveraging geographic and sector allocations, along with a rigorous security selection process. Managed as segregated portfolios, actual returns vary based on individual investment timing.
This portfolio is ideal for investors aiming to grow their capital and who are comfortable with the inherent volatility of equity markets. For more details on our investment philosophy and process, please refer to the relevant documents available on our website.
MDD Document
The Global Fixed Income Portfolio is a diversified investment strategy focused on low-risk fixed income assets, denominated in USD.
The portfolio’s strategic asset allocation (SAA) is built using 20 years of historical return and volatility data, with tactical adjustments (TAA) to capitalize on market inefficiencies. It invests across various fixed income sub-sectors, including sovereign bonds (developed and emerging markets), corporate bonds (investment grade and high yield), asset-backed securities, preferred equity, Master Limited Partnerships, and convertibles.
Ideal for investors seeking income with capital preservation, the portfolio aims to minimize downside risk.
MDD Document
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 3,6% | 4,9% | 4,3% | 19,6% | 31,9% |
| Benchmark | 2,5% | 5,0% | 3,1% | 3,0% | 0,0% |
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 4,0% | 7,1% | 16,0% | 28,5% | 32,1% |
| Benchmark | 4,5% | 9,1% | 13,3% | 11,7% | 10,9% |
The Conservative Portfolio is a multi-asset investment solution designed for low-risk investors seeking consistent growth. It follows a strategic asset allocation (SAA) built on long-term return and risk data, with tactical adjustments (TAA) to capitalize on market opportunities. Managed as segregated portfolios, returns vary based on individual investment timing. Benchmarked against ASISA Multi-Asset – Low Equity, the portfolio suits investors nearing or in retirement who prioritize income while managing risk. Targeting reliable returns, the portfolio aims for long-term growth with a focus on capital preservation and minimizing downside risk.
MDD Document
The Balanced Portfolio is a multi-asset investment solution designed for moderate risk investors seeking a combination of growth and stability.
The portfolio’s strategic asset allocation (SAA) is developed using long-term return and volatility data, with tactical adjustments (TAA) to capitalize on market opportunities. Managed as segregated portfolios, actual returns vary based on individual investment timing. Benchmarked against ASISA Multi-Asset – Medium Equity, the portfolio allows for a maximum equity exposure of 60%.
It is suited for medium to long-term investors with an investment horizon of 5 years or more.
MDD Document
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 4,4% | 7,3% | 11,7% | 22,4% | 25,6% |
| Benchmark | 5,1% | 10,0% | 14,1% | 12,3% | 12,3% |
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 4,5% | 8,7% | 16,7% | 35,4% | 37,5% |
| Benchmark | 5,3% | 10,8% | 15,2% | 13,5% | 13,9% |
The Aggressive Portfolio is a multi-asset investment strategy designed for high-risk investors seeking strong capital growth.
The portfolio’s strategic asset allocation (SAA) is based on 20 years of historical return and volatility data, with tactical adjustments (TAA) to take advantage of market mispricings. Managed as segregated portfolios, actual returns vary depending on individual investment timing.
Benchmarked against ASISA Multi-Asset – High Equity, with a maximum equity exposure of 75%, this portfolio is ideal for investors with a long-term horizon of over 5 years, aiming for capital appreciation and comfortable with market volatility.
MDD Document
The Flexible Portfolio is a multi-asset investment strategy designed for high-risk investors seeking significant growth.
The portfolio’s strategic asset allocation (SAA) is constructed along the efficient frontier, using 20 years of return and volatility data, while tactical adjustments (TAA) allow for flexibility to capitalize on market mispricings. Managed as segregated portfolios, actual returns vary based on individual investment timing.
Benchmarked against ASISA Multi-Asset – Flexible Allocation, this portfolio is ideal for investors with a long-term horizon of over 5 years, who aim to grow their capital and can tolerate market volatility.
MDD Document
Last reporting date: Aug 2025
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | Since Inception |
|---|---|---|---|---|---|
| Annualised | |||||
| Portfolio | 6,2% | 8,6% | 16,9% | 37,1% | 38,1% |
| Benchmark | 8,3% | 11,1% | 15,7% | 13,5% | 14,2% |
