Flexible asset allocation showing its worth

9 min read 25 Jan 23

  • The year 2022 revealed the need for highly flexible asset allocation strategies
  • The fund’s use of shorting (seeking to benefit from a fall in the price of a security) and tactical trades were crucial to delivering a significant positive return
  • We should be wary of placing too much faith that the environment experienced last year is at an end

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By Dave Fishwick

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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