Reducing volatility and risk
Source : Bloomberg and DAVY.
The above graph returns from a range of asset classes between 2003 and 2013.
A portfolio containing one of the above asset classes would experience significant volatility over the period.
Using Multi Asset investments for your core assets (Investment or Pension Assets) provides a greater degree of diversification than investing in a single asset class. The benefits of diversification are:
Investments are spread over a broad range of strategies, styles, sectors and regions
Can cushion shocks that come with investing in a single asset class
Enhances the potential for investing in the best-performing asset class and reduce the impact of the worst-performing asset class
Strategic asset allocation - Many work with experts in risk modelling solutions, to select the optimum strategic asset allocation for each fund.
Tactical asset allocation - to take advantage of shorter term investment opportunities, the strategic asset allocation is fine tuned with tactical asset allocation with the aim of adding to performance. These positions are continuously monitored and adjusted as appropriate.
Want to know more? We are available to discuss your options, and we look forward to hearing from you.
Our job is to help you choose a product and structure that will help you meet your goals.
telephone | 091441188 and/or email | office@nelsonlife.ie
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WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice.