Fund Focus: SLI's Scott Smith on why he continues to support a pro-risk position

          1. What has driven the fund's outperformance over five years? Outperformance has been partly driven by superior security selection in areas such as credit and equities. The fund has also benefited from the added value of tactical asset allocation by the multi-asset team. Our robust process of analysing, scoring and then objectively allocating between assets, as well as within asset classes, has been shown to consistently add value and provide a framework for managing the investments. Our specialist investment teams then utilise the focus on change philosophy to ...