Page 32 - Investment Outlook

PORTFOLIO PERFORMANCE
The Estate Capital Investment Portfolios
The Estate Capital Investment Portfolios now offer six risk related investment strategies designed for medium to long-term investors seeking capital growth and income from a portfolio of leading investment funds. The individual funds that make
up our diversified portfolios are selected on the quality of the fund manager and both the quality and consistency of past performance.
There is a wide range of asset classes across global markets available to investors. Our portfolios bring together a diversity of global equities, fixed interest securities, cash deposits, commodities, precious metals, infrastructure and property. The global balance of investments across differing asset classes is the primary driver of portfolio returns.
Our asset allocation is built using a fully modelled asset allocation tool. This system is powered by research from actuaries Willis Towers Watson and investment data from Financial Express.
This modelling system offers us great accuracy to build and test the most efficient blend of assets for our six model portfolios. Each new edition of our portfolios is published on our website with fact sheets, performance figures, risk ratings and range of returns.
We benchmark and publish our portfolio performance against the most relevant national averages and are happy to say that our selections have enjoyed an enviable track record.
The global balance of investments across differing asset classes is the primary driver of portfolio returns.
ESTATE CAPITAL INVESTMENT OUTLOOK 31
EDITION 33 Summer & Autumn 2020