In our recent blogs we mentioned the AAN Investment Committee had been very active through this recent downturn. 

This sort of event can provide an opportunity and the attached information will give you a fuller explanation of the restructuring and repositioning that occurred towards the end and during the re-weight of the March Quarter. 

This is for your information only and is a little technical, however we hope it provides a deeper understanding of the work that is going on behind the scenes.

  • None of these transactions occur without an analysis of alternatives, recommendations, some ‘animated’ debate and careful management of the investment risk.
  • Within the models, the growth to defensive asset allocations remain the same, it is the underlying investment options that have been adjusted or replaced. 

Please do not hesitate to contact us if you have any queries.