Asset Allocation

At Southern Charter, Asset Allocation is everything - 92% of investment returns come from asset allocation, 2% from market timing and 6% from stock selection. Asset allocation is the art of knowing when to be invested in equities, large cap or small cap, onshore or offshore, in bonds or cash or property and in what percentage of your portfolio. At all times your risk profile and market conditions are taken into account.

Mark Thompson
CEO – Strategist

Send an Enquiry

Contact us about our services