Managed Portfolios

Income: (low risk)
The objective of this portfolio is to secure a steady income stream on a medium term basis and to preserve capital on a nominal basis.

Conservative: (low to medium risk)
The objective of this portfolio is to secure a steady income stream on a medium term basis and to preserve capital on an inflation-adjusted basis.

Balanced: (medium risk)
The objective of this portfolio is to maintain a balance between current income (bonds) and growth (equities).

Growth: (medium to high risk)
The objective of this portfolio is to achieve above-average capital appreciation over medium term.

Dynamic: (high risk)
The objective of this portfolio is to achieve a high return over a 7 to 10 years period. The investor accepts more volatility in order to realize above average returns.

The minimum to invest in a managed portfolio is USD 500,000.