Asset Allocation

In addition to our weekly investment meetings, our Investment Managers formally discuss the Global Economy on a quarterly basis.   We discuss and analyse the impact of developing economic and financial market data and how these can influence the sentiment of underlying investors and financial markets.

Our asset allocation process is designed to consider the most appropriate combination of assets to meet these challenges, in conjunction with an investor’s attitude towards risk.

In our latest asset allocation we increased our allocation to fixed income investments – largely through a reduction in Alternative Assets.

Our Portfolio Allocations - exposure by Asset Class (%)

Cautious Balanced

  • Fixed Income
  • UK Equities
  • Alternatives
  • Property
  • Overseas
  • Cash

Medium Balanced

  • Fixed Income
  • UK Equities
  • Alternatives
  • Property
  • Overseas
  • Cash

Adventurous Balanced

  • Fixed Income
  • UK Equities
  • Alternatives
  • Property
  • Overseas
  • Cash
Recent changes: No change from last allocation
Recent changes: Increased allocation to Fixed Income and reduced allocation to Alternatives.
Recent changes: Increased allocation to Fixed Income and reduced allocation to Alternatives

Like to learn more?

If you would like to learn more, please feel free to contact one of our investment managers to discuss our views and thoughts on economics, financial markets and investments.  Contact Us