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Creating an ‘asset allocation’ in line with your risk profile

 ‘Asset allocation’ is all about getting the balance of assets in your portfolio right. The funds available for you to invest in are categorised under different asset classes depending on their particular focus. These asset classes include cash or money market investments, UK fixed interest, international fixed interest, property, UK equity and international equity.

Different types of assets have different performance characteristics, so our aim is to allocate the right blend of funds to your portfolio so that, over time, the peaks and troughs of their performance balance each other out in a way that is optimised for your particular risk profile and your expectations for growth.

Asset allocation is based on long-established and well-proven mathematical principles. Our Investment Committee regularly monitors the performance and volatility of each of our Asset Allocation Models, as well as those of other leading investment houses, to ensure that our portfolios offer the right blend of potential return and risk consistent with your risk profile. We will discuss any possible changes at your next scheduled review meeting.

We should point out, that even with this level of expertise behind us, we still can’t guarantee that the volatility range of a particular asset allocation will not be breached occasionally. There is always the possibility of exceptional market conditions, due to unanticipated external events.

 ‘A Guide to Our Risk Profiles’ provides further details of our current asset allocation models.


 "Our aim is to allocate the right blend of funds to your portfolio so that, over time, the peaks and troughs of their performance balance each other out in a way that is optimised for your expectations of growth."