Cameron Harrison Asset Allocation Performance
Posted 04 June 21
Delivering over 12 months is great. Delivering over 25 years is truly unique.
As private investment managers, we have been helping families, business owners and non-profit institutions. Cameron Harrison manages and provides a suite of asset allocation solutions addressing the full spectrum of risk and individual bespoke requirements. Together with client planning, asset allocation strategy is central to arriving at the optimum wealth management settings for a client. Asset allocation strategy, combined with our portfolio construction risk management, is the single biggest contributor to risk-adjusted returns.
Our spectrum of asset class strategies is shown below. Click on this figure to open our interactive tool, which will take you through each strategy in detail.
Arriving at the appropriate asset allocation strategy is a fundamental element in our planning process and we employ various risk tools to assist clients in this process.
The durability and longevity of our performance over 25 years is demonstrated in graph below for our longest operating strategy, the Core Asset Allocation Strategy. It also underscores the very powerful nature of compound returns.
Compound returns may not be the 8th wonder of the world, but it is nonetheless one of the most powerful and overlooked contributors to wealth accumulation. For example, a 7% annual return will double your investment in 10 years. Unfortunately, the true power of compound returns through proper adherence to asset allocation strategy is often obscured and diminished by investors preoccupation and distraction with the pursuit of short-term investment returns, fads and a behavioural bias to chase (invariably whilst looking through a ‘rear vision mirror’).
The pursuit of wealth accumulation should therefore not overlook the benefits of compound returns over time. This powerful compounding benefit can evaporate when investors chop-and-change investment course when on proper analysis, their objectives remain the same and less risk with compound returns would achieve their end goal.
The returns of all our asset allocation strategies over the last five years are summarised below.
Peace of Mind Investing
Cameron Harrison have been advising business owners and their families on asset allocation and intergenerational wealth management for over 50 years. We have demonstrated over a long period our ability to manage investments through both the good times and bad by keeping the client at the centre of our business.
For more information on our approach to investment strategy or any other inquiries, please contact us on +61 3 9655 5000.