The two core portfolios are:
MWI Multi-Asset Balanced Model Portfolio (available in USD & GBP)
The MWI Multi-Asset Balanced Model Portfolio holds a portfolio of managed funds. 50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies, and 50% of the portfolio (the portfolio satellites) will be invested in a mix of growth assets (equities, property, commodities) and defensive assets (fixed income securities, cash) through specialist fund managers.
The allocation to individual asset classes is managed on a tactical basis. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
MWI Multi-Asset Growth Model Portfolio (available USD & GBP)
The MWI Multi-Asset Growth Model Portfolio holds a portfolio of managed funds.
50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies, and 50% of the portfolio (the portfolio satellites) will be invested in growth assets (equities, property, commodities) through specialist fund managers.
The allocation to individual asset classes is managed on a tactical basis. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
Whilst the asset allocation does its job well, performance can be hampered by the restricted fund universes of the relevant platforms, and the high costs inherent in using life provider platforms and mirror funds.
They are a preferred outcome though compared to the only alternative for many people – a lack of investment process offered by their international financial adviser!