We direct a portion of our investments to private loans, mortgage loans and private equity investments to support companies which may not have access to public capital markets.
A significant proportion of our portfolio is invested directly into the economy through private loans, mortgage loans and private equity investments. By dedicating a portion of our portfolio to direct investments, we support companies which may not have access to funding from public capital markets, and support small and medium enterprise growth.
Within our Group return-seeking portfolio, Athora prioritises value preservation. Our strategy is conservative, favouring defensive, anti-cyclical sectors which also deliver a positive contribution to the wider society. While the Group portfolio is highly diversified in order to manage our risks sensibly, we are proud to invest in many businesses delivering impactful social outcomes.