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Home > Investment Opportunities > Advisory Investments > Portfolio


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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

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.


 
Portfolio Information


Portfolio Prices -
Weekly Portfolio PCC prices and movements


Quarterly Reports

Standard Chartered Growth Portfolio Q2 2008 (USD).

Standard Chartered Growth Portfolio Q2 2008 (GBP).

Standard Chartered Balanced Portfolio Q2 2008 (USD).

Standard Chartered Balanced Portfolio Q2 2008 (GBP).

Report and Accounts
Report and Financial Statements 2007
Interim Accounts 2007

Important Notes
Important information about investing in Portfolio


 
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