Strategies:
Fixed Income:
Our Corporate Bond Portfolios invest in Investment Grade (IG) bonds issued by corporations, sovereign agencies and supranational institutions satisfying strict credit quality criteria. These portfolios have conservative investment approach minimizing portfolio volatility and targeting stable returns that aim to beat bank deposit rates.
Equity:
Our equity portfolios follow the principles of value investing by picking under-priced companies which run sound businesses and are overlooked by wider financial markets. This strategy applies a buy and hold approach entailing some portfolio volatility but beating the eroding cost of inflation over the medium-long term.
Balanced Fund Portfolios:
Our fund selection allows us to diversify among investment strategies, geographies, and asset classes by spreading the risk of our balanced portfolio among 30+ professionally managed funds in the equity, fixed income, and alternatives space.
Enhanced Yield:
Our Enhanced Yield strategy combines risk features of stock and bond investing to offer coupons exceeding the ones available through conventional fixed income exposure. These portfolios are constructed using financial derivatives or structured products and target returns exceeding 8% p.a.
Alternative Investments:
These investments refer to financial assets that do not fall into the conventional investment categories of stocks, bonds, or cash. They are typically used for portfolio diversification and risk management, aiming to provide reduced exposure to market fluctuations and to deliver returns uncorrelated with traditional markets.
