Strategic Asset Allocation Update

23 October 2018

Dependable in an unpredictable world

 Our objective is to retain our current standing of 'best-in-class' by ensuring that the strategies of our asset allocation models remain 'fit for purpose' and appropriate to the needs of all our clients.   

We will publish details of our updated methodology on 12th November 2018, when our fund managers and model portfolio managers will start to rebalance all of our investment solutions to fall in line with the new strategic models.

This means you do not need to worry about rebalancing your Verbatim investments; furthermore, the Verbatim investment solutions will continue to map back to the Distribution Technology risk profiles, for which we intend to remain a risk-managed partner into 2019. 

Time to evolve

The shift in world markets stems from a range of factors: quantitative tightening measures, the likelihood of increasing interest rates and rising inflation, to name a few.

Throughout October, we will be working closely with our fund manager partners, our Investment Committee members and our advisers to bring on board their expert views and insights of global movements and trends as they affect portfolio design. The modified allocations will continue to embody Verbatim's core investment philosophy.

Working alongside the team of experts at SimplyBiz Investment Services will be the Centra team, which has designed a single asset model, built from a market assumptions engine powered by Moody’s and Defaqto Engage. This approach enables advisers to select from a range of risk-profiling methodologies and, crucially, remains fully compliant with the Oxford Risk methodology, which has underpinned the Verbatim solutions since our launch in 2010.

In order to achieve optimal results, portfolios diversified for the long-term need to incorporate future perspectives, as well as draw on past trends and correlations. It is also clear that as advisers face increasing complexity in terms of client planning and meeting individual client suitability requirements, it is important to cater for what best suits each firm in the risk-profiling approach.

If you have any queries, please do not hesitate to contact our sales team at  or on 0808 1240007.

The value of investments and any income from them can go down as well as up and is not guaranteed. Your clients could get back less than they originally invested. Past performance is not a guide to future performance. The portfolios' investments are subject to normal fluctuations and other risks inherent when investing in securities. Verbatim Asset Management has taken due care and attention in preparing this document, which is solely for the use of professional advisers. Verbatim cannot be held responsible for any inaccuracies arising out of information detailed within and will not accept liability for any loss arising out of or in connection with its use.