Keeping a close eye on funds and their performance over a period of time is just as important as the initial fund selection.

 

On a quarterly basis we perform the following functions:

• To decide whether to apply any changes to the underlying asset allocation mix for each of our investment risk scores.
• To review our investment fund buy list.
• To check the asset allocation of each of our IFS Model Portfolio’s.
• To review each investment fund within each IFS Model Portfolio.

 

At each client review meeting we will provide a detailed assessment and appraisal of your portfolio, focusing on portfolio performance relative to our agreed benchmark.

Risk is a relative measure and your attitude to risk and capacity for loss, may change over a period of time, as needs, objectives and aspirations change.

Mindful that views on investing money do change over time, we will re-examine with you your risk profile as part of our review.