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ASSET ALLOCATION STRATEGIES

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ASSET ALLOCATION STRATEGIES
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ASSET ALLOCATION STRATEGIES - September 3rd, 2010

ASSET ALLOCATION STRATEGIES

Basic managed fund
Diversified equity fund 50%
Govt,. Securities fund 25%
High grade corporate bond fund 25%

Basic indexed portfolio
Stock market index funds 50%
Bond market index fund 50%

Simple managed portfolio
Balanced fund 85%
Medium term bond fund 15%
Complex managed portfolio
Diversified equity fund 20%
Aggressive growth fund 20%
Specialty funds 10%
Long term bond fund 30%
Short term bond fund 20%
Ready made portfolio
Single index fund
Equity 60%
Debt 40%



BOGLE’S ASSET ALLOCATION STRATEGIES
  • Combines investors age , risk profile and prefrences in asset allocation

  • Older investors in distribution phase
  • 50% equity , 50% debt

  • Younger investors in distribution phase
  • 60% equity , 40% debt

  • Older investors in accumulation phase
  • 70% equity , 30% debt

  • Younger investors in accumulation phase
  • 80% equity , 20% debt


Young unmarried professional
Aggressive equity funds 50%
High yield bond,growth and income 25%
Conservative money market funds 25%
Young couple,double income 2 children
Money market fund 10%
Aggressive equity fund 30%
High yield bond & long term growth 25%
Municipal bond fund 35%
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