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

asked by Adam B. on 12/19/23

1 Answer
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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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