Each portfolio is individually benchmarked in accordance with risk profiling and is monitored and reviewed by our investment managers on an on-going basis. Each individual fund is also checked for any style shift within the strategy employed to ensure that the continued management is in line with our expectations.

We also continually monitor for any deviation from performance expectation against peer group and within strategy to ensure, as far as possible, that the underlying managers do not take actions that may impinge upon their ability to generate on-going satisfactory returns. A more formal review is also regularly undertaken by our investment management team.

Asset allocation is a medium to long-term process designed to capture more macro-economic determined events through investing in asset classes that we expect to appreciate and withdrawing from those we expect to decline. Our investment management team ensures that the asset allocation of the portfolio between the various asset classes (shares, bonds and cash, etc.)is continually managed according to the changing economic cycles and financial markets.

However, this process is always managed in accordance with the investment mandate and corresponding risk profile. During certain phases of the economic cycle, asset allocation is the most effective method of maintaining the performance of portfolios.

Our service is a range of ready-made portfolios designed to suit a variety of risk appetites. To determine which one is right for you, your personal advisor will access you goals. More information on each portfolio’s current construction and historical performance will be given to you by your advisor.

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