Key Capital Balanced Multi Strategy Fund

Three years of BMS: diversification matters more than ever

Many multi-asset portfolios appear diversified on the surface, yet in practice they are often driven by the same underlying exposures: US large-cap equities, interest rates and the US dollar. Three years after its launch, the Key Capital Balanced Multi Strategy Fund (BMS), developed in partnership with Schroders, continues to focus on diversification through alternatives, active equity strategies, and FX risk management.

To mark the fund's third anniversary, Key Capital Private recently hosted an event with the fund manager to highlight the thinking behind BMS, its investment approach and why diversification remains an important consideration in today’s concentrated investment environment.

Video link label

Simple investment solution

The fund's asset allocation is actively managed with Schroders ongoing monitoring to ensure appropriate risk allocation and exposure to the highest conviction investment strategies and providing:

A global multi-asset exposure delivered in a simple, cost effective structure.

Capital growth by investing in a diversified range of assets and markets worldwide.

A combination of passive and active strategies.

Exclusive access to an opportunity to invest in funds that you could not invest in as an individual.

Key Capital and Schroders partnership

Key Capital’s approach to building genuinely diversified portfolios through exposure to a broad range of asset classes and management styles is complemented by partnering with Schroders, delivering value to our investors through:

Benefitting from Schroder's portfolio management expertise.

Leveraging Schroder's fund selection team to access funds managed by leading third-party fund managers.

Accessing certain Schroder's managed funds at a zero-management fee.

Where might BMS fit within your portfolio

For investors with wealth concentrated in property, businesses or other long-term assets, or those investing capital following a business sale or other liquidity event, access to liquid investments and broader diversification can be important considerations.

Managed by Schroders, a firm with significant multi-asset expertise, BMS offers global multi-asset exposure through a single actively managed fund that combines traditional and alternative investment strategies. Whether BMS is an appropriate fit will depend on an investor's individual objectives, risk tolerance, investment horizon and liquidity requirements.

Key Capital Balanced Multi Strategy Fund - Key Information Documents

The documents in the link below provide you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.

Link to BMS Fund Information

Risk Warning

PAST PERFORMANCE IS NOT A RELIABLE PREDICTOR OF FUTURE PERFORMANCE. THE VALUE OF THESE INVESTMENTS ARE NOT GUARANTEED AND CAN GO DOWN AS WELL AS UP AND INVESTORS MAY GET BACK LESS THAN THE AMOUNT ORIGINALLY INVESTED.

Balanced Multi Strategy Fund

Three years of BMS: diversification matters more than ever

Simple investment solution

Key Capital and Schroders partnership

Where might BMS fit within your portfolio

BMS: Three Years On – The Full Discussion