Through tactical asset allocation the actual allocations used on any particular day for the funds are continuously reviewed and managed within the ranges permitted.
To give two examples, the chart below shows the tolerance ranges for the T. Bailey Growth Fund and the T. Bailey Cautious Managed Fund.
These are the ranges within which value can be added through tactical asset allocation by the fund of funds manager.
| Equities: | |
|---|---|
| UK | |
| North America | |
| Europe ex. UK | |
| Japan | |
| Pacific Basin ex. Japan | |
| Emerging Markets | |
| Cash & other investments | |
| Asset Classes: | |
|---|---|
| Equities | |
| Fixed Interest | |
| Property | |
| Other | |
| Cash & cash equivalents | |
| Other | |
We believe asset allocation is vital. The following page demonstrates the importance of asset allocation.
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Request call backThe value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. When investing in retail unit classes, capital appreciation will be affected by the impact of initial charges and you should therefore view your investment as a medium to long-term holding.