PORTFOLIO OBJECTIVES
The primary investment objective of the High-Income Portfolio is to provide high returns consistent with prudent investment management. This portfolio taps into global income-generating bond and equity markets and employs in-house capabilities and expertise to achieve targeted returns over the medium to long term. The portfolio invests in selected financial instruments which can potentially achieve both dependable and real growth in income and capital. It is our core belief that long-term income and growth, rather than short-term yield, will deliver a better outcome for investors.
TARGET MARKET
This High-Income Portfolio is suitable for investors with a high-risk profile and long-term investment horizon, primarily seeking higher income. Our discretionary portfolio management service is intended for those clients who want peace of mind, knowing that their investments are actively monitored and managed by a team of professional portfolio managers. A detailed portfolio valuation, including a financial markets update, is provided on a quarterly basis
INDICATIVE DISTRIBUTION RATE
The High-Income Portfolio emphasises interest and dividend income as a component of total return for a given level of investment risk.
The portfolio aims to achieve a target distribution of 5%.
PORTFOLIO FEATURES
- The portfolio is actively managed and offers diversification through investments in global Exchange Traded Funds (Bonds/Equities) and Collective Investment Schemes (Bonds/Equities).
- The asset allocation of the portfolio is periodically reviewed and adjusted as necessary in line with the prevailing market conditions, taking into consideration value, solvency, liquidity, and income.
- The investment strategy has sufficient flexibility to manage cash levels depending on prevailing market conditions. The portfolio achieves return via geographical and sectorial diversification and can be exposed to a diversified foreign exchange (FX) exposure to take advantage of investment opportunities.
- Active portfolio management by a team of dedicated and experienced portfolio managers ensuring diversification and risk management.
- Income is distributed to clients on a periodic basis
- Detailed valuation reports are provided on a quarterly basis.
- The performance of the portfolio can be monitored daily via the secure area of the Company’s Website.
View Portfolio Brochure Below