Your Asset Allocation
The asset allocation data made available on this page is available to those clients who make use of the FREE
Online Valuation Service offered by the clarity website. The graphs
below are examples of what we will produce for you. More detail is shown in the full asset allocation report, to view the blank template for
this report please click here.
The funds shown on your online valuations will be used in our Asset Allocation analysis, at present this consists of holdings with
Cofunds, FundsNetwork and Cofunds Investments held within a James Hay SIPP. If you would like to discuss the online valuation set up please
contact our office on 0870 242 2043 or via e-mail at enquiries@clarityglobal.com.
We also allow you set and save target benchmarks. Target asset allocation
figures can be entered manually on your personal financial planning page or you can use our
Risk Profiler to generate a suggested target asset allocation. Using this data we can calculate your
benchmark variance, an example of the graphs that we produce using this data can be seen below.
Asset Allocation - Total
Regional Allocation - Equities
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Regional Allocation - Benchmark Variance
Regional Allocation - Benchmark Variance
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Asset Allocation Explained
Asset Allocation refers to the spread of investments between different asset classes. There are four main asset classes: cash, bonds,
equities and property. It is impossible to set an ideal asset allocation for any client, but it is possible to use asset allocation models
to set broad parameters. The aim of an asset allocation model is to create a portfolio that is well diversified, giving exposure to a wide
range of investments and appropriate given your time to retirement and attitude to risk.
If you would like to learn more about Asset Allocation, we have produced a full research note on the subject. Please
click here to view our
full research note
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