The World Allocation model portfolio is our core flagship account. It seeks long-term capital appreciation while reducing overall risk through diversification across asset classes.
The portfolio invests primarily within five different asset classes; large and small cap equity, commodities, real estate, and fixed income. Approximately 50% of total assets are dispersed among equity asset classes, with a blend of domestic large cap, small cap and international exposure. A significant percentage may be invested in real estate (whether it be domestic or international), commodities, currencies and fixed income instruments. Allocations are adjusted according to our global economic outlook, as well as through technical and fundamental market analysis. The portfolio is global in nature. The benchmark for this portfolio is the Dow Jones Global Moderate Risk Total Return Index. This portfolio is intended for investors with a moderate to moderately aggressive risk profile.
As of March 31, 2013
If you would like more detailed information of this or any other Alhambra portfolio, please call your Alhambra representative or contact us at info@alhambrapartners.com.
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