Asset Allocations

More important than stock picking

"Top down" asset allocations need to be fluid and dynamic. An actively managed approach to overall portfolio construction will have an immense impact on your investment performance.
Examples of Ensea Advisory's current allocations are as follows.

Passive - Income focused

Fixed Income                           50%
NZ Equities                              10%
Australian Equities               10%
Global Equities                       20%
Property                                      5%
Cash                                              5%

Growth - higher potential returns

NZ Equities                             15%
Australian Equities              15%
Global Equities                      55%
Alternatives                           10%
Cash                                             5%

Balanced - a bit of everything

Fixed income                            35%
NZ Equities                               15%
Australian Equities                12%
Global Equities                        30%
Property                                       3%
Cash                                               5%
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