Asset allocation: Why it matters

Meet identical twins Marcia and Jan Pardoch, distantly related to one of Australia’s wealthiest establishment families. A decade ago, they each inherited $500,000 from a childless uncle. Marcia works at a major funds management business, running an international equities fund. She considers herself an expert in this asset class and decided to invest her entire inheritance in her own fund. Jan is a musician who knows nothing about investing. She sought her father’s advice at the time, who recommended Jan split her inheritance into four even portions: Australian shares, International Shares, Australian property and Australian fixed interest.   Benchmark...

Meet identical twins Marcia and Jan Pardoch, distantly related to one of Australia’s wealthiest establishment families. A decade ago, they each inherited $500,000 from a childless uncle.

Marcia works at a major funds management business, running an international equities fund. She considers herself an expert in this asset class and decided to invest her entire inheritance in her own fund.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles