Professional Wealth Managementt

From Fund Selection 01 December 2006

Peter Fitzgerald

By PWM Editor

“We continue to recommend an allocation of 40 per cent to equities, 30 per cent to alternatives and 30 per cent to fixed income. The rise over the past month for equities has been 3.5 per cent for the MSCI World index. Over the past three months, this return has been 7.4 per cent. The FTSE Allshare has returned 6.6 per cent and the FTSE 250 12.9 per cent. Few would have predicted such strong results. We will now do more active work within the various asset classes and have taken some risk off by reducing exposure to Japanese small caps and reinvested this money into US large cap managers.”

Professional Wealth Management content is free to read

 

Already registered? Sign in here to access content now.

 

To read PWM content for free, register now by completing a short form.

 

Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards
 
register now