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Dynamic Asset Allocation
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The big decisions
The Charles Stanley Pan Asset Investment Committee focuses on getting the big decisions right. We take asset allocation decisions to choose whether to be in cash or property, equities or government bonds, or in a mixture. We take long-term views about the likely performance of an asset. We do move more into cash if we see substantial economic and market disruption. The dynamic asset allocation process combines long-term investment in assets most likely to meet investor needs with shorter-term tactical decisions which can protect their assets in times of stress.
Why asset allocation matters
Academic research has consistently shown that getting asset allocation decisions right is the most important aspect of investment management. As the chart below demonstrates, selecting and holding the right geographic area or asset class can make all the difference. In this case, over the 10-years to January 2012, an investment made into the Chinese stock market would have returned 610% if held throughout the period; an investment in the US stock market would have delivered just 27%.
Getting Asset Allocation right can make a big difference
Our investment universe
|Growth Assets||Defensive Assets|
|Developed market equities||Corporate bonds|
|Emerging market equities||Government bonds|
|Private equities||Emerging market sovereign bonds|
|Hedge funds||Money markets|
Pan Asset Diversified Growth Funds invest in over 30 asset classes worldwide.