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Asset Allocation

Asset allocation should be your first investment decision and it is arguably the most important”

It is the process of deciding how much of your portfolio to invest in each of the different asset classes such as cash, shares, bonds property or commodities.

Research as demonstrated that asset allocation determines most of the performance in a diversified portfolio and investors can benefit hugely by combining different asset classes in a structured portfolio.

The MMPI Portfolios maintain an active asset allocation strategy as distinct from a tactical strategy. Each portfolio starts pout with a strategic allocation to a selection of diverse asset classes. No assessment is made about the likely short term performance of any of these assets classes and no short term changes(tactical) to the asset allocation will be made in an effort to add value. However each portfolio will take advantage of the inevitable swings of capital markets to regularly rebalance.

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