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.

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