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The requirement for investors is to determine the appropriate blend of assets to hold, because asset choice is the primary driver of long-term returns. How those assets are held (segregated direct holdings of individual investments or through pooled funds) should be a secondary consideration. We will help you understand the balance of assets that is right for you.

  • Access to a wider range of underlying investments - a large pooled fund is able to make investments that are difficult or expensive for an individual segregated account.
  • Administrative ease - with only one main fund holding, accounting and record keeping is simple.
  • Lower costs - pooled funds can normally negotiate better terms to benefit the investors. Furthermore large funds can have internal allocations to asset classes which otherwise would have to be covered by external third party funds, typically at a much higher cost.