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Asset Allocation Ranges, New Zealand Investors, Earning And Retired.
The following are typical ranges for two types of investors - working and
retired. They are indicative only and any individuals' will depend on their
particular circumstances.
- Working people (say in their forties, with a further 10 years of substantial
income earning left)
- Retired person (say in seventies, now consuming capital and seeking income)
|
(1) Working |
(2) Retired
|
| Cash |
10-20% |
Cash |
20-30% |
| Bonds |
20-40% |
Bonds |
20-60% |
| Stocks |
40-70% |
Stocks |
10-60% |
| |
|
| New Zealand |
30% |
New Zealand |
60% |
| Overseas |
70% |
Overseas |
40% |
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