Navigating the Pitfalls of Benchmarks: How to Manage Risk in Clients’ Portfolios
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Stanlib Collective Investments

  Stanlib Collective Investments   Q1 of 2024 | 2 years ago

A diversified multi-asset portfolio is an effective way to manage investment and market risks. Funds use a portfolio benchmark to establish expectations and provide a ‘neutral’ position for taking investment risk. However, this decision is not entirely without risk, as we will explore below.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.