Ken Baksh Investment Strategy / Asset Allocation-Third Quarter 2019 

Any reference to benchmark should be tailored to individual client preference. These could, for instance, be  Absolute return based.  Cash/ LIBOR/SONIA ,or equivalent, based (0.70%).  Inflation based. (UK CPI 1.9% May 2019).  Index based (FTSE 100, FTSE All-Share, MSCI, S&P etc.).  Peer group based (Private client index, Morningstar, IMA category etc.).  Theme based e.g. Ethical.  […]