Asset Allocations

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  • ENSEA ADVISORY
  • Innovation
  • Investments
  • Management
  • Resume
  • Risk Profile
  • Asset Allocations
  • Account Set up
  • Cherry Investment

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                           60%
NZ Equities                               12%
Australian Equities               10%
Global Equities                       10%
Property                                      3%
Cash                                              5%

Growth - higher potential returns

NZ Equities                             20%
Australian Equities              15%
Global Equities                      62%
Cash
                                             3%

Balanced - a bit of everything

Fixed income                            35%
NZ Equities                               20%
Australian Equities                15%
Global Equities                        22%
Property                                       3%
Cash                                               5%

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  • ENSEA ADVISORY
  • Innovation
  • Investments
  • Management
  • Resume
  • Risk Profile
  • Asset Allocations
  • Account Set up
  • Cherry Investment
  • ENSEA ADVISORY
  • Innovation
  • Investments
  • Management
  • Resume
  • Risk Profile
  • Asset Allocations
  • Account Set up
  • Cherry Investment
​