VLS not on Halifax SD?

Audaxer

Alexland wrote: »

There is more information about the HSBC Tactical Asset Allocation 'TAA' in the fund brochure:

http://www.assetmanagement.hsbc.com/uk/attachments/advisers/fund-range/hsbc_global_strategy_portfolios_brochure.pdf

That's interesting - I hadn't seen that brochure before. They look to be well managed funds, and you would think if they have the Strategic Asset Allocations right and manage the Tactical Asset Allocations like they say they do, you would think it would do well to minimise losses in an equity crash.

Alexland

Audaxer wrote: »

That's interesting - I hadn't seen that brochure before. They look to be well managed funds, and you would think if they have the Strategic Asset Allocations right and manage the Tactical Asset Allocations like they say they do, you would think it would do well to minimise losses in an equity crash.

Maybe but they have to respect the investors appetite for taking risk for potential return. It all gets a bit layered when applying your own TAA and SAA ontop of the multi asset fund's decisions. Still the more we understand these things the more confident we are when we see movements. What I really don't like is unexpected movements that don't match my understanding of the underlying market movements.

Alex.