MPM030 - Strategic Asset Allocation

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Portfolio Objectives

To maximise the risk-adjusted returns over the longer term from a diversified portfolio
of investments with a 30% allocation to growth assets (equity and alternatives) and a 70% allocation to defensive assets (fixed interest and cash). The portfolio will be actively managed on a discretionary basis, against a strategic asset allocation with a tactical bias. The portfolio invests only in daily priced collective investment schemes. The portfolio invests in actively managed funds where we believe it is worth paying more for a fund that has the potential for generating additional returns, but if we can’t see value in an active fund for a particular sector the portfolio will invest in passive funds.

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