The percentage breakdown between different asset types in a portfolio including cash and equivalents, fixed income and equities.
The proportion of assets invested in cash, fixed-income securities and equities. Asset mix should reflect an investor's investment goals and risk tolerance. As a rule, investors with long-term needs can tolerate the higher risk of equities compared with fixed income securities in the expectation of higher returns. Consequently, their asset mix may be weighted more heavily to equities.
Refers to the proportions of various types of investments held by a pension fund, usually expressed as a percentage of total investments held in bonds, stocks, real estate, etc.
The percentage distribution of assets in a portfolio among the three major asset classes: cash, fixed income and equities.
The combination of investments chosen by the applicant according to his/her investment objectives.
The relative proportions of cash, debt and equity instruments in a portfolio.
Percentage of net assets invested in various classes of securities, as at a particular time. A Fund's investments can change at any time.