Multi-Asset Funds

Amberton partners with Somerston Asset Management to offer our investors access to the carefully managed funds of the Somerston family office. These funds leverage Somerston’s multi-generational investment expertise across equities and multi-asset strategies, providing opportunities tailored for long-term growth and resilience.

Somerston Multi Asset Fund

This fund reflects our best view of opportunities across asset classes, aiming to deliver an attractive total return within an 8–10% volatility range. By dynamically allocating capital to equities, commodities, bonds, and specialist third-party managers, the fund takes advantage of shifting market cycles while maintaining diversification.

Attributes:

• Tactical asset allocation takes advantage of market cycles.
• Dynamically allocates to Equities, Commodities, Bonds and third party managers for specialised strategies.
• Benchmark agnostic and therefore likely to perform differently to ‘peers’.

Tactical asset allocation allows the fund to adjust exposures in response to changing economic conditions. Unconstrained by traditional benchmarks, it is designed to deliver differentiated performance from peers, balancing opportunity with risk management.

Somerston Rainy Day Fund

A key concern for a multi-generational family office is a currency shock that destroys real value. The Somerston Rainy Day Fund is designed to mitigate such cliff edge risks by investing in assets that are likely to benefit from adversity. The fund seeks to provide liquid, positive returns during times of market adversity while retaining value in more benign conditions.

Attributes:

• A unique ‘Risk off’ strategy allocating to precious metals, long volatility hedge funds, cash instruments, inflation linked government bonds and certain long/short equity strategies.
• High allocation to precious metals in physical form.

The fund’s core holding is physical precious metals, stored securely in vaults outside the financial system. It also allocates to long-volatility hedge funds, cash instruments, inflation-linked government bonds, and select long/short equity strategies. This unique ‘risk-off’ approach provides a robust hedge against systemic shocks and tail risks.