Our STRATEGIC Mutual Fund Portfolios ensure that long-term objectives, risk tolerance, and time horizon are met, while staying true to set parameters and appropriate asset allocation models. They are driven by long-term return & risk expectations for various asset classes and provides investors with an appropriate risk/return profile.
In strategic asset allocation an investor’s return objectives and risk tolerances are integrated with long-run capital expectations to establish exposures to asset classes with the aim of satisfying the investor’s investment objectives and constraints through a diversified approach. Some key factors for fund selection include long term manager performance, the degree of correlation among the funds, and the degree of position concentration across fund holdings. The allocation is done in a disciplined manner with consideration of the benefits, risk and cost.