The Fry Group
With investors keen to avoid a repeat of the volatility seen in equity markets early this century, ‘diversification’ and ‘asset allocation’ have become watchwords in the investment world.
Diversification allows more types of assets to be held, because no one asset class has consistently provided the ‘best’ home for investment capital. A modern portfolio should not contain just equities/bonds but would also include property, fixed interest, hedge funds, cash and commodities.
Asset allocation means choosing a spread of assets to match an individual’s needs for their investments.
At The Fry Group we feel that asset allocation should be dynamic to avoid investors being hit by market falls. A dynamic approach enables the manager to be flexible and quickly respond to changes in underlying markets.
The Portfolio, Fry’s investment fund, offers this modern approach – enabling your investments to be in the right place at the right time. The main benefits The Portfolio can offer are:
Choice - The Portfolio consists of eight strategies which offer an increased range of underlying assets (for example, property, commodities, property, cash bonds and equities) allowing your investment to be tailored to fit your personal aims.
Positioning - the fund aims to be in the right place at the right time to capture the upside of market moves and avoid the downside.
Protection - The Portfolio’s strategies include several which can, as and when necessary, move wholly into cash or a mix of defensive assets.
Expertise - a first class team of asset allocators and fund selectors, each with their own specialist knowledge, have been chosen to manage The Portfolio.
Planning where to house your hard-earned capital is an important decision. The Portfolio may offer a solution.