Fund Range and Asset Allocation
Fixed Income Allocations
Fixed Income allocations are strategically distributed across Government bonds of different durations from mature economies, emerging market bonds, high yield and investment grade corporate bonds.
Equity Allocation
Equity allocations are on the basis of 13 geographically diverse indices, representing either large or small cap companies (= size style factor) Then we apply a screening process to emphasize the other two style factors – value and growth.
Rebalancing
The investment process is ongoing, meaning that there is a regular process of rebalancing to ensure that the portfolio stays on track and in line with the agreed strategic starting point.
