IFSL Titan Mazarin Balanced Fund
A range of risk rated, globally diversified, multi-asset funds investing in best-in-class active funds and ETFs, with the aim of generating long-term capital growth.
"
The funds have a bias towards the quality style factor as we believe businesses that generate consistently high returns on capital creates a long-term compounding effect that results in superior returns.
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- Ian Wood, Chief Investment Officer
Powered by research
We employ a rigorous quantitative screening methodology alongside qualitative analyses when building our portfolios to ensure the most appropriate funds and investments are selected. Underpinned by rigorous research we take a mid to long-term view (3-5 years) on every investment as we believe this helps to avoid short-term market noise and aids our management of volatility.
The range
| Range | IA Sector | SRRI |
Yearly Volatility aim over 5 years* - |
| Mazarin Cautious | Mixed Investments 20% - 60% Shares | 4 | Below 9% |
| Mazarin Balanced | Mixed Investments 40% - 85% Shares | 5 | Below 12% |
*The funds are managed to a ridged long-term volatility target and there is no guarantee this will be met and it may limit the potential for capital growth.
Robust and repeatable
The core objective of the range is to provide capital growth over a minimum of 5 years with managed volatility. We believe that successful investing across multiple asset classes and styles requires deep research, and we draw on the award-winning, in-house Square Mile Research team to inform our investment decisions.
Idea Generation
Analyst research
Qualitative assessment
Analysts meeting
Monitoring
Reassessment against original outcome
Experienced Management team
The Mazarin fund range is managed by Ian Wood, Sekar Indran, David Chandler and Cameron Smith who, together have over 40 years collective experience.
Important Information
The range is managed by Titan Investment Solutions (TIS), authorised and regulated by the Financial Conduct Authority. TIS is a subsidiary of Titan Wealth Holdings Limited.
Get in Touch
Contact us to find out more.
Important Risks to consider
Investments and the income derived from them can fall as well as rise and you may not get back the amount originally invested. The Fund will be exposed to financial markets and market conditions can change rapidly. Prices can move irrationally and be affected unpredictably by diverse factors, including political and economic events. A company that we deal with may renege on its obligations, costing the Fund money. The Fund may engage in transactions in financial derivative instruments for hedging purposes. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. The Fund may be exposed to emerging markets, which are typically riskier than more established markets, as they can involve a higher-than-average risk due to the volatility of currency exchange rates, limited geographic focus, investment in a smaller number of issues, political and economic instability and less liquid markets. Difficulty in trading may arise, resulting in a negative impact on your investment. The Fund may have exposure to overseas markets, either directly or indirectly, and is therefore exposed to currency risk. Further information regarding the risks of investing can be found in the Prospectus.
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