Strategic Asset Allocation

Strategic Asset Allocation Update

SimplyBiz has partnered with Hymans Robertson, a leading independent investment consultancy, to design and implement institutional-grade strategic asset allocations (SAA), which focus clearly on customer outcomes. Hymans Robertson has unrivalled investment advisory and actuarial experience, advising large global pension schemes and institutional clients. Through this partnership, SimplyBiz brings Hymans Robertson’s institutional expertise to the retail market for the first time, working on your behalf to ensure the most sophisticated and appropriate SAA is deployed within Centra, powered by Defaqto.

The Verbatim Strategic Asset Allocations maps to the Centra Strategic Asset Allocation. Our independent Investment Committee continues to provide oversight and governance to the Verbatim portfolios to ensure that they continue to maintain their risk-managed mandates.

Strategic Asset Allocations are effective from 28 June 2021.

Strategic Asset Allocation 1 - April 2019

Strategic Asset Allocation 3 - April 2019

Strategic Asset Allocation 5 - April 2019
Strategic Asset Allocation 7 - April 2019
Strategic Asset Allocation 9 - April 2019
Strategic Asset Allocation 2 - April 2019
Strategic Asset Allocation 4 - April 2019
Strategic Asset Allocation 6 - April 2019
Strategic Asset Allocation 8 - April 2019
Strategic Asset Allocation 10 - April 2019

 

If you have any queries, please don’t hesitate to contact us on 0808 12 40 007 or email us at info@verbatim-am.co.uk.