MAIN STRATEGY CHARACTERISTICS
KEY INVESTMENT BENEFITS
Regular returns (interest & dividend payments)
Additional returns provided by AIs
Diversification (low correlation to AIs with the market & other financial instruments)
Others (e.g. private equities, futures)
Precious Metals / Commodities
Asset mix is consistent of liquid investments and fixed income instruments, acknowledging your investment horizon and currency preferences.
Monetary Market Instruments
Emerging Markets Bonds
*Cash positions are liquidity investments held in a reference currency on the deposit account.. Cash holdings offer investors flexibility as they are available at short notice. However, in the current negative interest rate environment, we prefer to avoid large cash positions.. The choice of reference currency is one of the most important factors determining the future performance of your investment strategy. Reference currency highly influences the general structure and fluctuations of the portfolio. In our discretionary mandates, we predominantly invest in USD, EUR, CHF, GBP, HKD and SGD.