Investment Policy

Asset Allocation is based on the principle that different assets perform differently in different market and economic conditions. Employing an Asset Allocation strategy allows us to balance the risk versus reward across different investment profiles.

Various scientific studies have shown that over 80% of a portfolio’s performance can be attributed through Asset Allocation, with the remaining attributed to security selection.

Portfolio Performance

Fleet National Bank follows an active approach in managing our clients’ assets and therefore applies a strategic overlay on our Asset Allocation. This allows us flexibility, to act effectively in changing market conditions, Bear and Bull Markets and through the economic cycle of Recession, Recovery, Expansion and Overheating.

Fleet National Bank ’s active management approach is set against a broad market benchmark based on the investment strategy and reference currency employed.

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