A Time-Tested Investment Philosophy
The CNI Charter Multi-Asset Fund uses the same investment management techniques that many top universities and large institutions have followed for decades. Now individual investors can benefit from the same sophisticated thinking in an attempt to preserve capital, grow assets and maintain liquidity.
The philosophy is to employ a very broad diversification of assets and skillfully blend the investments to limit downside risk while capturing opportunities for growth.
Taking Diversification a Step Further
Short-term market movements are monitored to find opportunities among many different asset classes, which may include domestic and international stocks and bonds, commodities, foreign currencies and real estate. Asset classes are then carefully counterbalanced to better manage risk.
The CNI Charter Multi-Asset Fund seeks to ride out the peaks and valleys of the market, through a refined and changing mix of securities.
A Seasoned Team Behind the Fund
The fund is managed by City National Asset Management, Inc., a highly regarded team with a track record of superior performance. The team brings together not only experts in equities and fixed income, but specialists in alternative investments. This combination of talent provides additional insights in the balancing of risk and return. Plus, the CNI Charter Multi-Asset Fund uses disciplined trading procedures combined with quantitative techniques to provide additional risk control.
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