Strategic Asset Allocation

Strategic Asset Allocation Update

The SimplyBiz Investment Services (SIS) Investment Committee have recently updated the Strategic Asset Allocation (SAA) within Centra, the SimplyBiz Group’s end-to-end investment advice system. This update follows the appointment of Hymans Robertson to the SIS Investment Committee earlier this year. Through partnering with Hymans Robertson, SimplyBiz Investment Services are able to design and deliver an updated strategic asset allocation model that is built to optimise portfolio performance and brings specialist expertise to the management and monitoring of the Centra Strategic Asset Allocations.

The Verbatim Strategic Asset Allocation maps to the Centra Strategic Asset Allocation, and as such our Investment Committee members met on the 17 June 2019 and ratified the update to the Verbatim Strategic Asset Allocations. The updated asset allocations are effective from the 17 June and as such our portfolios have begun their move towards the updated allocations. Our Investment Committee will continue to provide the oversight and governance to the Verbatim portfolios to ensure that they continue to maintain their risk-managed mandates. The update to our SAA will not require you to action any updates or changes to your client’s portfolio and you can rest assured that your recommendations will continue to meet your and your client’s expectations of risk and return.

In addition, the Verbatim portfolios are currently the only funds that absolutely adhere to both the volatility and strategic asset allocation parameters of the Centra Risk Profiles. As such, our solutions will continue to maintain their Risk-Controlled rating within Centra.

Strategic Asset Allocation 1 - April 2019

Strategic Asset Allocation 2 - April 2019

Strategic Asset Allocation 3 - April 2019

Strategic Asset Allocation 4 - April 2019

Strategic Asset Allocation 5 - April 2019

Strategic Asset Allocation 6 - April 2019

Strategic Asset Allocation 7 - April 2019

Strategic Asset Allocation 8 - April 2019

Strategic Asset Allocation 9 - 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.