One of the most effective means of reducing risk is to diversify your portfolio. You can reduce volatility by ensuring that your investment portfolio is not over exposed to any one type of asset class, sector or style.
Effective asset allocation have been proven to be a key determinant of long-term portfolio returns as has the duration of investment.We can offer a diversified portfolio with consolidated reporting. We provide you with a tailored investment mandate based on our discussions about your tolerance to risk and return and your investment objectives.
We construct our diversified portfolios based on three classifications for risk tolerance; low, medium and high risk, and provide three potential portfolio choices depending on your investment requirements.
Our blended portfolios leverage the single asset class portfolios and may also include illiquid assets such as property syndicates, venture capital and private equity and other alternative assets depending on individual needs for diversified investment strategy.
Weighted average of indices in line with the pre-determined asset allocation or, CPI + as agreed with you.
Royston Capital investment portfolios and other non-liquid investments such as property syndicates, private equity and venture capital.
Number of investments
As agreed or by the pre-determined asset allocation.
Neutral asset allocation shown for illustrative purposes
Please contact us to find out more about our current strategic asset allocation view.