SERVICES · BROADENING THE PORTFOLIO
Alternative investments sit outside traditional shares, bonds and cash — from digital assets to real assets and specialist funds. Glenmorgan explains how each type works and the role it may play alongside traditional holdings.
01 / OVERVIEW
Alternative investments are assets outside traditional shares, bonds and cash. The category includes digital assets, private equity and credit, real estate, infrastructure, commodities and specialist funds.
They are typically used alongside traditional holdings to broaden a portfolio. Each type behaves differently, and many carry higher risk, lower liquidity and more complex structures.
02 / INVESTMENT RATIONALE
Returns may be driven by different factors from listed markets.
Property and infrastructure are linked to physical assets and long-term contracts.
Digital assets and technology funds give exposure to developing areas of the economy.
03 / KEY CHARACTERISTICS
04 / CONSIDERATIONS
05 / ELIGIBILITY
Some opportunities are available only to investors who qualify as professional, high-net-worth or sophisticated investors under the rules that apply in their country. Eligibility is confirmed before any investment can proceed.
AT A GLANCE
Exposure to digital assets, typically through regulated fund structures.
Property, infrastructure and other physical assets.
Funds following strategies outside conventional markets.
FREQUENTLY ASKED QUESTIONS
Anything outside traditional shares, bonds and cash — for example digital assets, private equity, real estate and infrastructure.
Many are, particularly because of lower liquidity and more complex structures. Risk varies by product.
That depends on your objectives, time horizon and tolerance for risk. Consider independent advice.
FURTHER READING
ImportantInformation on this website is general in nature and does not take into account your objectives, financial situation or needs. Investments carry risk, including the possible loss of capital. Past performance is not a reliable indicator of future performance. Consider seeking independent professional advice before making an investment decision. Legal & Company Information Key considerations: Structures can be complex; Liquidity is often limited; Investor protection varies.
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