Kerrimuir Global Balanced Portfolio

A Globally Diversified Portfolio Designed for Growth With Reduced Volatility

Kerrimuir Global Balanced is designed for investors seeking long-term capital appreciation while managing risk through global diversification and disciplined portfolio construction.

The portfolio combines global equity exposure with fixed income and alternative assets to provide balance across market environments. A value-oriented investment approach guides security selection, with an emphasis on identifying companies exhibiting attractive valuations and positive momentum.

Kerrimuir Global Balanced

Net Annualized Returns
Kerrimuir Global Balanced

YTD
1.6%

1YR
16.7%

3YR
13.3%

5YR
9.3%

SI*
10.3%

 
 

 
 

 
 

* since inception on 01/07/2019

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