Portfolio
Carefully structured investment opportunities
Through Portfolio you can benefit from one of the world's
most successful investment consultants extensive expertise.
We have joined forces with Frank Russell Company, who advise
on approximately US$1.25 trillion of assets for some of
the world's largest investors.
Portfolio offers you
- Advanced fund manager selection techniques
- Tax efficient offshore investment
- Equity and bond investments for
capital growth
- Diversification for capital
security
- Active monitoring of manager performance
Choice
Portfolio gives you the opportunity to choose from four
tax-efficient offshore investment funds.
- Balanced funds split between bonds and equities
- Growth funds investing purely in equities
All available in US Dollar and Sterling.
Portfolio
Balanced - Investment profile
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1
or less
|
2
|
3
|
4
|
5
|
Min
Time Horizon Yrs
|
|
very
low
|
low
|
moderate
|
high
|
very
high
|
Risk
|
|
Capital
Preservation
|
Income
|
Growth/
Income
|
Growth
|
Aggressive
Growth
|
Investment
Objective
|
Portfolio
Growth - Investment profile
|
1
or less
|
2
|
3
|
4
|
5
|
Min
Time Horizon Yrs
|
|
very
low
|
low
|
moderate
|
high
|
very
high
|
Risk
|
|
Capital
Preservation
|
Income
|
Growth/
Income
|
Growth
|
Aggressive
Growth
|
Investment
Objective
|
Efficiency
With Portfolio, you can concentrate on your core business
activities whilst specialists choose the most effective
funds from the hundreds available.
Our
Specialist Advisors
It is absolutely vital
to get the right advice before making any investment decisions.
Our Investment Advisors have extensive knowledge and experience to help you
achieve and maintain a strong level of financial security.
For more information, please call your Client Relationship
Manager. Alternatively please e-mail your enquiry using our e-mail form.
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