A Guide to Asset Allocation

Reflecting your future capital or income needs

A Guide to Asset Allocation

Welcome to our Guide to Asset Allocation. Here we look at one of the most important decisions you’ll ever make. Asset allocation is a strategy that can serve as a valuable blueprint for your investment goals.

A Guide to Protection Planning: Understanding Investment Risk
A Guide to Asset Allocation:
Understanding Investment Risk

Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of… Read More »

A Guide to Protection Planning: Asset classes
A Guide to Asset Allocation:
Asset classes

The starting point is cash – and the aim of employing the other asset classes is to achieve a better return than could be achieved… Read More »

 

Professional financial advice can help you make an informed decision

While an asset allocation plan can be a valuable tool to help reduce overall volatility, diversification does not guarantee a profit or protect against a loss. All investments involve risk. That’s why it is important to obtain professional financial advice so that you can make an informed decision. To review your current situation or if you have any
concerns, please contact Mercier Allen – don’t leave it to chance.

To download the full guide please click here.

This guide is for your general information and use only and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.