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Allocation Selection Monitoring

 
  Asset Allocation
 
bullet Different asset classes have different risk (volatility) and return characteristics
bullet The efficient frontier shows the trade-off between risk and return
bullet Our standard model portfolios are positioned between equities and cash

These are the building blocks to help create the strategic allocation appropriate to the specific investment guidelines.

The examples below show the different asset composition of our model portfolios, using equities, bonds and cash
 

 
The Efficient Frontier

UK Model Portfolios: Income, Balanced, Growth

   
The Efficient Frontier including Hedge Funds

UK Model Portfolios including Hedge Funds