MERIAN
GLOBAL DYNAMIC ALLOCATION FUND

Turning global data into investment insight with our global asset allocation team.

MARKET MINUTES - US HOUSE PRICES SET TO REV UP INTO THE NEW YEAR

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future investment outcomes? Tune in for the first of our regular updates to find out.

HIGHLY LIQUID, DIRECTLY INVESTED AND DIVERSIFIED

The Merian Global Dynamic Allocation Fund invests directly (not through other funds) in global large- and mega-cap securities. Its bonds are sovereign debt of the largest (G5) countries. No compromises – if it is not highly liquid, the fund does not trade it. The fund does not use leverage. The fund is diversified across four asset classes (equities, bonds, currencies and commodities).

HIGHLY LIQUID, DIRECTLY INVESTED AND DIVERSIFIED

HIGHLY LIQUID, DIRECTLY INVESTED AND DIVERSIFIED

LEADERSHIP IN MACRO ANALYSIS

Starting with 50 million data series, the team uses modelling to produce economic forecasts for 27 countries on a four to six week timeframe. Directional probabilities are produced for equities, bonds, currencies and commodities.

LEADERSHIP IN MACRO ANALYSIS

SYSTEMATIC BUT WITH DISCRETIONARY CONTROL

The fund’s process combines deep quantitative macro fundamental analysis with decades of lead manager experience. The managers believe that global data is key to understanding market direction, but that without experienced managers interpreting the output, much of this quantitative edge is lost. The fund takes the best of both approaches.

SYSTEMATIC BUT WITH DISCRETIONARY CONTROL

FLEXIBLE ASSET ALLOCATION

FLEXIBLE ASSET ALLOCATION

FLEXIBLE ASSET ALLOCATION

ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG)

The fund seeks to avoid exposure to harmful business practices and products. Unlike funds which invest in ETFs, the Merian Global Dynamic Allocation Fund buys equities directly. This means it is able to exclude companies based on business practices and products determined to be harmful to the environment and society. Exclusions include industries such as tobacco and controversial weapons, as well as companies causing severe environmental damage, or involved in serious violations of ethical norms and human rights.

 

ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG)

DAILY PRICE AND DOCUMENTS

Share classes are not available in all jurisdictions. Please refer to the Prospectus for further information.

 

THE GLOBAL ASSET ALLOCATION TEAM
John Ricciardi

Lead Manager and Head of Global Asset Allocation

John joined Merian Global Investors as head of global asset allocation in December 2019.

Dan Matthews

Portfolio Manager

Dan joined Merian Global Investors in December 2019.

Ian Forrest

Portfolio Manager

Ian joined Merian Global Investors in December 2019.

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