Keydata Investment Philosophy

Our investment philosophy is built upon the belief that traditional equity investments are not capable of fulfilling all of a private investor's investment needs in terms of income, growth and capital security.

We believe that private investors should have access to the assets available to and used by institutions in order to build a genuinely diverse mix of assets within their portfolios. However, for this to succeed, we have made quantifiable risk the fundamental driver within our product design so that investors can understand where or why a Keydata product would fit alongside, or instead of, a traditional equity based investment fund in their portfolio.

In the pursuit of excellence, whenever we source or develop a new product, we will only collaborate with leading financial institutions such as Barclays Bank, Citibank, Credit Suisse International and Morgan Stanley. It is also vitally important to us to offer investors the highest level of security, and therefore all of the securities within our products have a minimum credit rating of ‘A’ by Standard & Poor’s or an equivalent credit rating agency.

We acknowledge that the majority of private investors do not have the technical knowledge to assemble a modern diverse portfolio of investments, which is why we distribute our products through professional financial advisers.