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Plexus Asset Management

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Plexus Asset Management

Overview:

Plexus Asset Management is an independent portfolio management company that specialises in the management of a range of domestic and international investment solutions for both individual and corporate clients.

The investment philosophy of Plexus is to achieve above-average returns in the long term by:

   in-depth investment research;
   levering active and passive investment methodology where appropriate;
   proactive investment management, and
   an emphasis on risk management.

Investments are managed in accordance with predetermined investment objectives, risk profiles and statutory provisions at all times.

The role that Plexus Asset Management fulfils is as follows:

   To ensure that the composition of the portfolio conforms to the predetermined investment objective and risk profile at all times. As each investor’s objective and risk profile may change according to circumstances, these should be re-evaluated continually by the financial adviser.
   To ensure that the asset allocation of the portfolio between the various asset classes (equities, bonds, property and cash) is continually managed according to the changing economic cycles and financial markets. However, this process is always managed in accordance with the investment mandate and corresponding risk profile.
   To ensure that top specialist managers and best passive (index) solutions are selected for each investment discipline.
   To monitor the performance of these specialist managers on an ongoing basis and to ensure they follow a clear strategy at all times. If the performance of a specific strategy becomes uncompetitive, Plexus will investigate it in good time.

The company’s investment strategy process is the culmination of years of investment experience, is unique and well defined and is respected in the industry.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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