At Knightsbridge, we believe that the asset allocation decision is likely to be the predominant driver of the variation in an investor’s investment returns.
Our client portfolios are multi-asset across a diverse range of best-in-class investments. Typically we employ a core plus direct equity strategy with indirect exposures to all other main asset classes, such as fixed income and alternatives.
The main asset classes Knightsbridge diversify between include:
- Domestic and International Equities (incl ETFs) (Direct)
- Listed Property Trusts (REITs) (Direct)
- Hybrid Securities (Direct)
- Fixed Income Strategies (Allocate)
- Alternative Investment Strategies (Allocate)
- Term Deposits & Cash (Direct)
The key to asset allocation is combining individual asset classes in the best proportions to obtain the optimal overall portfolio trade-off between risk and return. At Knightsbridge, we manage this process via adopting long-term strategic asset allocation models, coupled with quarterly reviews and tactical re-balancing as required.