QIC Strategy
QIC Strategy is a leading provider of practical, strategic investment solutions. We have a proven ability to analyse the impact of changing market environments on our clients’ objectives and to respond appropriately in real time.
Investment approach
QIC Strategy focuses on fund-level outcomes. We analyse and manage the portfolio interactions of multiple asset classes and other market impacts to deliver better risk-adjusted returns for our clients.
Our risk management framework encompasses three key planks:
- Using Investment Objectives Scorecards that codify, weight and rank our clients’ investment objectives. This provides a more robust investment decision-making framework.
- Incorporating and measuring the dimensions and profile of any liability risks in the portfolio management framework.
- Closely managing portfolio risk through the use of dynamic asset allocation and by diversifying the portfolio via unique specialist/alternative asset classes.
Investment solutions
Dynamic asset allocation
Through our dynamic asset allocation process, we anticipated the recent steep fall in equity markets and reduced our clients’ exposures accordingly. Through strong risk management and disciplined investing, they were then able to take advantage of buying opportunities during the depressed market conditions.
After-tax management
Our after-tax management approach provides our clients (and their members) with real bottom-line benefits.
Alternative asset classes
We also have a track record of innovation and were one of the first investment managers to offer alternative asset class solutions including access to endowment funds, intellectual property, inflation protection and commodities.
Clients can access our investment solutions via discrete mandates for their fund or through QIC’s pooled diversified funds, including the lower risk QIC Stable Fund and the ‘balanced’ risk
QIC Growth Fund.
Diversified Funds - Performance @ 28 February 2010
|
|
|
| FYTD |
3 Years |
5 Years |
Since Inception |
|
| Fund |
Actual |
Bmk |
Actual |
Bmk |
Actual |
Bmk |
Actual |
Bmk |
Inception Date |
| QIC Growth Fund |
14.89 |
- |
6.65 |
- |
9.93 |
- |
6.96 |
- |
March 2002 |
| QIC Stable Fund |
9.13 |
7.56 |
5.86 |
6.03 |
7.55 |
7.38 |
5.99 |
6.03 |
March 2002 |
|
Notes
Past Performance is not a reliable indicator of future performance
Total Return is calculated by constructing a Total Value Index series or equivalent data. The index reflects percentage change in the value of continuing Scheme Holder’s investments assuming the reinvestment of all Distributions (if applicable) back into the Product (and no other acquisition or disposal/withdrawal). Daily returns are calculated from daily unit prices and the returns are expressed on a percentage per annum basis.
Benchmarks
QIC Growth Fund = n/a
QIC Stable Fund = SAA Weighted Benchmark
Contact us
To find out more about QIC Strategy's investment solutions, please contact Clayton Sills +61 2 9347 3344 e: c.sills@qic.com.