Lipper Models are based on Lipper's Asset Allocation Analysis process. This Asset Allocation Analysis (AAA) provides a monthly peer survey, covering in excess of 2,800 life & pension and unit trusts, detailing their investment mix and geographical asset allocation.

For an investment manager, the funds asset allocation will provide a performance differential to the benchmark index as well as the funds peer sector. Understanding the allocation of the funds within the peer sector will give the investment manager the ability to measure the potential risk of out or under performing relative to its peers. Hence, AAA enhances the asset allocation decision to take account of the funds performance against its peers.

Mercier Allen and Associates Limited (Registered Office: 43-44 Carfax, Horsham, West Sussex RH12 1EQ; Registered in England and Wales Number 5440169) is a trading name of Mercier Allen and Associates Limited an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). Mercier Allen and Associates Limited is a Limited Company.

We give our clients the opportunity to pay us a fee if they wish; our normal fee is £250.

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