How the process of fund distribution into different assets is arranged?

asked by Adam B. on 12/19/23

2 Answers
Thumbnail of user faustol14

You know... it's difficult to answer this question implicitly because everything is happening behind the curtains.

Nevertheless, as far as I know, experts from this company just tracks what is happening in the market, if there are certain turmoils or uncertainty, they would better redistribute funds into more stable assets that aren't exposed by any kind of upheavals much, like government bonds.

You can keep an eye on the whole process right through the personal area, there is a detail statistics, feel free to look at it.

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Thumbnail of user domingog40

This is quite a good question, but unfortunately, it is hard to answer straightforwardly. As you probably know, ISEC WM uses four main asset classes: Corporate Bonds, Government Bonds, Fixed Income instruments, and Equities. The funds are distributed and invested between these instruments according to the investment model you have chosen, but the percentage of each asset is hard to determine since the portfolio is continuously managed and rebalanced to improve its performance.
However, one thing you should know in this regard. Bonds are considered a safer investment instrument, and they bring smaller rewards compared to equities. So, if you have chosen a more conservative investment model, then you should expect the share of the equities to be pretty small.

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