The Multi-Asset portfolios have been positioned Overweight in risk assets, in particular real assets which added good value from a Dynamic Asset Allocation perspective. Our Overweight position in Alternatives and Underweight position in Fixed Income also added good value. Most risk profiles – Defensive, Conservative, Balanced – outperformed the strategic benchmark this quarter.
Deanne Baker explains which asset classes performed better over the quarter and provides an overview of how manager selection impacted the portfolio’s performance.
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