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Thought paper - Rethinking post-retirement asset allocation

25 Jan 2017
While growth assets are widely accepted in asset allocation during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper discusses the differences between pre- and post-retirement asset allocation and how investors can use an equity income strategy to improve income returns with less risk. 

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Income Fund

A portfolio of undervalued companies constructed without regard to index weights delivering monthly income with downside protection

Value Fund

A portfolio of undervalued companies constructed wihout regard to index weights

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