Uncomplicated Portfolio Diversification The elixir for a good nights sleep

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Uncomplicated PortfolioDiversification The
elixir for a good nights sleep

• Felix Stephen
• Senior Strategist
• Advance Investment Solutions

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• A person should always divide his money in
  three. A third in property,a third in tradeable
  wares and goods and a third in cash
• The Talmud

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• Portfolio Diversification
• - The Motivation -

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Our Asset Allocation Approach.

• Long-term Strategic Asset Allocation
• Managing Asset Risk Vs Return
• Managing manager specific risk
• Clarity, simplicity and transparency of strategy
• The need for Global Alpha
• The inclusion of Global Alpha in our blends

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The multi-blend structure
Source St George Investment Solutions Forecasts
are ten years annualised forward forecasts
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Multi-blend structure Portfolio Risk/Return
analysis
Source St George Investment Solutions Historical
analysis is basis on the ten year period from
August 1996 to August 2006
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Efficient Frontier
Source St George Investment Solutions
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Risk/Return Analysis using 10 years Historical
Data
Source St George Investment Solutions
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If you can keep your head when all about you Are
losing theirs and blaming it on you, If you can
trust yourself when all men doubt you But make
allowance for their doubting too, If you can wait
and not be tired by waiting, Or being hated,
dont give way to hating, And yet dont look too
good, not talk too wise Rudyard Kipling
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How to access Global Alpha

• You can access Global Alpha
• Directly through Advance via the Advance Global
  Alpha Fund
• Via Major Platforms including Asgard, BT and
  Macquarie Wrap
• By investing in one of Advances 5 Diversified
  Multi-Blend Funds

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THANK YOU
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Important information

• The information provided within is for use by
  professional investors.
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• This presentation consists of three parts. The
  first two parts have being prepared by Mellon
  Capital Management and the last part being
  prepared by St.George Investment Solutions
  (SGIS). SGIS is a division of St.George Bank
  Limited (ABN 92 055 513 070) and operates under
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  Limited, AFSL NO. 240997. All information
  relating to Mellon Capitals Management for
  presentation by BNY Mellon Asset Management.
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  by The Bank of New York, Mellon Corporation.
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