PRODUCTS
Asset Allocation: this is an umbrella mutual fund, which may invest in three different types of portfolios, equities, bonds or cash.
- The stock portfolio seeks to achieve high current returns by investing in the stocks indexes world wide,
- The bond portfolio gives the investors the potential for high income and
- The cash portfolio provides liquidity and stability of principal.
- The money that flows into each portfolio depends on the preference of every investor.
Different Investors: Investors could be classify in three different groups:
- Investors that have full discretion as to their portfolio mix. Hence, each investor will have a different performance. For that reason, when the investor subscribes new shares, he should indicate in which portfolio, bonds or cash he wishes to allocate his fund.
- For other investors, managed allocation is available, this provides broad diversification and leaves the asset allocation decisions to our financial planners, the mix is tailored to the needs and desires of each investor.
- For some people, with a long term horizon like pension fund, there are some specials plans, that may exclude short term redemptions in exchange of long term benefits.
