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Riskier Asset Allocations Start To Pay Off For Investors - Data
Tom Burroughes
7 July 2009
Private client investors in cautious sterling-denominated portfolios made the most money in the first six months of 2009 although more risky asset allocation strategies began to perform strongly in the second quarter of this year, according to
Asset Risk Consultants, the research organisation. ARC figures show that in the first six months of this year, the ARC Sterling Cautious PCI (Private Client Indices) barometer of returns rose by 2.1 per cent, while the ARC Sterling Balanced Asset PCI rose by 1.6 per cent, the ARC Sterling Steady Growth PCI rose by 1.3 per cent, and the ARC Sterling Equity Risk PCI also rose by 1.3 per cent. In the second quarter, the highest of the risk categories, however, claimed top spot for performance with a gain of 7.6 per cent, while the most low-risk segment rose by just 3.3 per cent on the previous quarter. During the whole of 2008, all categories lost money; the most cautious investment strategy fell by 4.0 per cent, the least-severe loss of any category; the highest risk category fell by 21.8 per cent, ARC figures show.