Portfolio Construction

Each portfolio is designed with a flexible asset allocation consisting of defined bands of maximum and minimum equity, fixed interest, property, commodity and specialist invesment allocations, allowing the portfolios’ exposure to these markets to be adjusted in line with underlying market risk. This approach also allows for the use of cash as an asset class and provides for an absolute return investment approach as opposed to an index benchmarking solution.

Hover over each asset class below for a description of how we select the underlying investments and how, where appropriate, we apply our risk management software: