Strategic vs Tactical Asset Allocation
Where I Am? | Viewer ==> Strategic vs Tactical Asset Allocation

Portfoliometrix

  Portfoliometrix   Q3 of 2024 | 2 years ago

Asset allocation is the process of carefully selecting and mixing different asset classes to balance the risk and reward characteristics of a portfolio. Asset classes, broadly, include shares (equities), bonds, cash and real assets (e.g., Property, Infrastructure & Commodities). Asset classes display different risk and return characteristics. Less risky asset classes (cash or bonds) are expected to have lower returns, whilst riskier asset classes (equity) have higher expected returns. You should expect to be rewarded through higher returns for taking more risks.


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
Did You Know ?

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

More Activities & News
Aluwani Snatch Afena

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Save now for your child’s education to avoid future pain

Will the Dollar Remain the Global Reserve Currency?

How the electricity crisis is posing a threat to the country’s economic growth

FOMO Investing

Time in the markets

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.