Fund portfolios were created to simplify out clients’ investment decision-making.
Our aim was to develop a system of decision-making that would be straightforward and likewise would not require specific financial knowledge in order to make an informed investment decision.
We have formed two different investment portfolios consisting of shares in the funds of leading international investment companies, such as Franklin Templeton (USA) and Raiffeisen Capital Management (Austria).
Chosen funds pursue distinctly different investment strategies thereby lowering the overall risk exposure of a given portfolio. This allows for limitation of possible losses in case of adverse market movements.
This instrument aims to achieve a medium level of return by taking on a moderate level of risk.
Expected return: 8-10% per annum
Minimum initial investment amount: $100,000.00
Historical standard deviation: 5.86%
Quantity of funds in the portfolio: 5
More about Balanced Portfolio
This instrument aims to achieve a high level of return by taking on a high level of risk.
Expected return: 13-15% per annum
Minimum initial investment amount: $100,000.00
Historical standard deviation: 9.0%
Quantity of funds in the portfolio: 4
More about Risky Portfolio
