Diversification beyond
traditional asset classes

Overview

Expanding the
opportunity set

We invest in alternative assets to access differentiated sources of return and enhance portfolio diversification.

Alternative investments provide exposure to assets and strategies outside traditional equities and fixed income, broadening the opportunity set available within a diversified portfolio.

These may include private markets, real assets and specialised strategies, offering different return drivers and the potential to improve portfolio resilience over time, particularly when combined thoughtfully with traditional asset classes as part of a broader long-term investment framework.

How Menroc Asset Management invests in alternatives

How we invest
in alternatives

Assess sectors such as private markets and real assets.

Key principles

Selective
exposure

Focus on areas with
clear return drivers

Diversification-led
portfolios

Complementing traditional
asset classes

Long-term
orientation

Reflecting investment
time horizons

Risk-aware
foresight

Considering liquidity
and complexity

Different sources
of return

Alternative investments are often driven by factors distinct from traditional markets, such as asset-specific income, contractual cash flows or operational performance, which can make their behaviour less directly tied to listed equity or bond market movements.

This can provide diversification benefits when combined with equities and fixed income, helping broaden sources of return and support overall portfolio resilience across different market conditions.

Alternative investment return profile at Menroc Asset Management

Our approach to alternatives focuses on selective exposure, disciplined evaluation and alignment with overall portfolio objectives.

Complementing
traditional allocations

Alternatives are used to enhance diversification and broaden sources of return within portfolios, alongside equities, fixed income and other asset classes, helping reduce reliance on traditional market drivers and support a more balanced overall portfolio structure.

Equities

Participating in
long-term growth

Equities provide exposure to company earnings and economic growth. We invest across regions and sectors, with a focus on quality, valuation and long-term fundamentals.

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Fixed Income

Stability and
income generation

Fixed income plays a key role in portfolio construction, providing income, capital preservation and diversification against equity risk.

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Multi-Asset

Blended strategies
for balanced outcomes

Multi-asset portfolios combine exposures across asset classes, managed dynamically to target consistent risk-adjusted returns through changing conditions.

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Alternatives

Expanding the
opportunity set

Alternative investments offer access to differentiated return streams and portfolio diversification beyond traditional equity and bond markets.

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Private Markets

Accessing long-term
growth opportunities

Private market investments provide exposure to unlisted assets, offering potential for enhanced returns and reduced correlation with public markets.

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ESG & Sustainability

Integrating responsible
investment principles

We incorporate environmental, social and governance considerations into our investment process, aligning portfolios with broader sustainability objectives.

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Equities asset class at Menroc Asset Management
Fixed Income asset class at Menroc Asset Management
Multi-Asset asset class at Menroc Asset Management
Alternatives asset class at Menroc Asset Management
Private Markets asset class at Menroc Asset Management
ESG & Sustainability asset class at Menroc Asset Management

Careers at Menroc Asset Management

Join Our Team

We seek capable and driven professionals who want to be part of a collaborative firm focused on long-term investment excellence.

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Join the team at Menroc Asset Management