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Financial Analyst

The aim of our investment spread is broadly to hold all types of assets that our investment managers believe will add value to the portfolios, or protect capital values in volatile markets.

Our informed asset allocation determines the amounts allocated to each asset class in the Brunswick Portfolios and this is illustrated in the spread of investments shown in the “donut” chart in Principle 3.

Some investment firms rely on asset allocations issued by Risk Rating agencies and these can be up to a year out of date.

In contrast, as asset allocation is a key determinant of investment performance, our Investment Managers review the asset allocation of the Brunswick Diversified and the Brunswick Growth Portfolios throughout the day, as they respond to announcements of key economic indicators, investment indices and other economic news.

By using the Brunswick Investment Solution investors benefit from informed decision making and asset allocation.

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