Gold & Alternative Investments
Diversify your portfolio with suitable gold and alternative investment solutions that can complement traditional asset classes and support long-term portfolio diversification. We help evaluate suitable opportunities based on your financial goals, risk profile, investment horizon and overall portfolio.
What are Gold & Alternative Investments?
Gold and alternative investments can form part of a diversified investment portfolio alongside traditional asset classes such as equity, debt and mutual funds. These investments may provide exposure to different market drivers and can complement an investor’s overall portfolio strategy.
Gold can be accessed through investment options such as Gold ETFs and, where applicable, Sovereign Gold Bonds. Depending on the investor’s objectives and suitability, other alternative investment opportunities may also be considered.
At True Assets, we help investors understand the role of gold and alternative investments within their overall financial plan rather than treating them as standalone investments.
Benefits of Gold & Alternative Investments
Portfolio Diversification
Suitable gold and alternative investments can complement traditional equity and debt holdings and contribute to a more diversified overall portfolio.
Gold Exposure
Gain exposure to gold through suitable investment structures without necessarily holding physical gold, depending on the investment option selected.
Different Market Drivers
Alternative assets may respond differently to market conditions compared with traditional investments and can provide another dimension to portfolio construction.
Flexible Portfolio Allocation
The allocation towards gold and alternative investments can be evaluated according to your financial goals, investment horizon and overall asset allocation strategy.
Gold & Alternative Investment Options
Gold ETFs
Gold Exchange Traded Funds provide an investment route linked to gold prices and can offer a convenient way to include gold exposure within a diversified portfolio.
Sovereign Gold Bonds
Sovereign Gold Bonds may provide an alternative way to obtain gold-linked exposure, subject to availability, applicable regulations and the terms of the specific issue.
Alternative Investment Opportunities
Where suitable and available, selected alternative investment opportunities may be evaluated based on their investment objective, structure, risk and liquidity.
Strategic Gold Allocation
Gold allocation can be considered as part of an overall asset allocation strategy rather than as a replacement for diversified equity or debt investments.
Why Include Gold in a Portfolio?
Gold is an asset class that many investors consider as part of a diversified portfolio. Its price can be influenced by factors such as global economic conditions, interest rates, currency movements, inflation expectations and investor demand.
Depending on the investor’s objectives and portfolio structure, a measured allocation to gold may complement traditional investments and provide exposure to an asset with different market characteristics.
The appropriate allocation, however, depends on individual circumstances. Gold should be evaluated as part of a broader asset allocation strategy rather than solely on short-term price movements.
Who May Consider Gold & Alternative Investments?
Diversification-Focused Investors
Investors looking to diversify their portfolios beyond traditional equity and debt investments may consider suitable gold or alternative investment options.
Long-Term Investors
Investors with a longer investment horizon may evaluate whether a suitable allocation to gold or alternatives fits within their broader financial strategy.
Experienced Investors
Investors who understand different asset classes and their associated risks may consider selected alternative investment opportunities where appropriate.
Goal-Based Investors
Investors can evaluate gold and alternative investments according to specific financial goals, portfolio needs and overall asset allocation requirements.
How We Help You Evaluate Gold & Alternatives
Understand Your Goals
We begin by understanding your financial goals, investment horizon, liquidity requirements and existing portfolio before considering an allocation.
Assess Portfolio Allocation
We evaluate how gold or alternative investments may fit within your existing asset allocation and overall diversification strategy.
Evaluate Investment Options
Different investment structures have different features, costs, liquidity characteristics and risks. We help you understand these factors before making an investment.
Review the Portfolio
We periodically review the overall portfolio to assess whether the allocation remains aligned with your changing financial objectives and circumstances.
Important Considerations Before Investing
Gold and alternative investments are subject to market movements and may carry risks that differ from traditional investments. The value of gold-linked investments can fluctuate based on domestic and international market conditions.
Alternative investment products can also differ significantly in terms of structure, liquidity, taxation, costs, risk and investment objective. Investors should understand the specific product and its associated risks before investing.
The availability and terms of certain investment products, including Sovereign Gold Bonds, may change from time to time. Investors should verify the applicable terms and availability before making an investment decision.
Diversify Thoughtfully. Invest with Purpose.
Portfolio-Centric Approach
We evaluate gold and alternative investments in the context of your complete portfolio rather than viewing them as isolated investment decisions.
Goal-Based Guidance
Our recommendations are aligned with your financial objectives, investment horizon, risk profile and diversification requirements.
Informed Investment Decisions
We help you understand the features, risks and role of different investment options so that you can make informed portfolio decisions.
Looking to Diversify Your Investment Portfolio?
Speak with our investment team to understand whether gold or suitable alternative investments can play a meaningful role within your overall financial plan and portfolio strategy.
Talk to an Investment Advisor