Example of Asset Allocation

The portfolio allocation our specialists recommend is based on total return objective via a risk minimisation approach. The portfolio will entail a balanced mix of:

  1. Private Equity Allocation
  2. Asset Management Allocation
    • Equity
    • Bonds
    • Commodities
    • Gold
    • Tactical assets and
    • Cash.

Assuming an overall amount of USD X million the portfolio will be allocated the following way:

  1. 35.0% in Private Equity funds
  2. 65.0% in Asset Management Portfolio

NB: it is recommended to analyse a complete three-year cycle.