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Strategic Asset Allocation 2023

Every year at Moneyfarm we take the opportunity to fully assess the investment landscape and adjust our strategy accordingly. From this assessment, we lay out our expectations for the coming 10 years, looking at different geographies and asset classes to build a complete picture.

If you’ve missed the SAA event, you can view it here.

If you’ve got any questions about our SAA, book a call with one of our investment consultants or get in touch directly on 0800 433 4574.

To receive a copy of our Strategic Asset Allocation (SAA) document for 2023, fill in your email address in the form and we’ll send you a link.

The documents includes:
* Our outlook for the markets in 2023 and beyond
* An introduction from our Chief Investment Officer, Richard Flax
* Key considerations for the future
* Expected returns by asset class
* Our new thematics products and how they work
* Our assessment of risk, volatility, and various correlations
* Information about how our strategic asset allocation process works

* Once submitted we will email you a link to download the ebook.

Cashback promo
You can get up to £750 cashback if you take out an investment product with Moneyfarm. It’s our biggest offer to date. The offer ends on 30 April 2023 and applies to new customers only. Terms and conditions apply.

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*Capital at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.