Asset Allocation Strategy

Once we understand your Investor Profile, we will look to create an asset allocation strategy for your unique requirements.

The mix of investment classes that you hold is the single most important factor affecting investment returns and the level of risk taken when investing.

Advanta draw on the services of Rayner Spencer Mills Research and Schroders, using their 30-years returns forecasts to develop optimum asset allocation models for each of the investor styles described earlier.

Having understood your investor profile and then matched this to a target asset allocation strategy, we will discuss how to best manage your funds with you. Details of this are provided in our Fund Management Solutions.