While some multi-managers follow a balanced fund-of-funds approach—where each asset manager retains full discretion over asset allocation—we believe there’s a better way.

We favour a specialist multi-manager structure, where Weaver retains asset allocation control, and carefully selected managers are given specialist mandates by asset class.

This allows us to:

• Enhance transparency
• Act swiftly in response to market changes
• Maintain alignment with each fund’s risk profile and performance objectives

Research consistently shows that asset allocation—not stock picking—is the biggest driver of long-term performance.

That’s why we lead with strategy first.

Our Regulation 28-compliant portfolios are designed to meet a wide range of return and risk expectations. Each is built with a blend of passive and active strategies—what we call our Core-Satellite approach.

Our portfolios include:

• Weaver BCI Stable Fund (CPI + 2%) - view factsheets
• Weaver BCI Moderate Fund (CPI + 4%) - view factsheets
• Weaver BCI Balanced Fund (CPI + 6%) - view factsheets

Our portfolios reflect our belief in inclusion and cooperation. We blend black asset managers with traditional houses across every asset class, recognising that diverse perspectives strengthen performance and governance.

We also keep costs efficient by blending passive exposure with actively managed components, we deliver value without compromising on quality.

Every Weaver portfolio is carefully constructed across:

• Asset classes
• Asset managers
• Geographies
• Investment styles

This ensures broad diversification, lower risk, and higher alignment with client goals, particularly for retirement fund members who need to consistently outperform inflation.