The keys to a disciplined investment process? Prudent allocation, diversification and rebalancing over time
Rather than pursue their goals with a strategic long-term approach, many investors try to time the market and chase investment returns. They may end up with little to show for it. We believe there is a better way.
That's why we structure MFS multi-asset funds with a three-step process designed to limit mistakes and avoid unwanted risk. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors so that relatively strong performance in one area may help minimize downturns in another. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.