Investment Strategy: Capital Protection

MAIN STRATEGY CHARACTERISTICS


RISK TOLERANCE

Low to Moderate


EXPECTED RETURN

3%-6%


INVESTMENT HORIZON

2-5 years

KEY INVESTMENT BENEFITS
  • Low volatility

  • Stable & regular returns (coupon payments)

  • Stable growth & moderate capital gains

  • Relatively liquid asset classes

INDICATIVE BANDWIDTH

Liquidity

​ 0-100%

Fixed Income

0-100%

Equities

0-30%

Alternative Investments

0-30%

Others (e.g. private equities, futures)

0-30%

Precious Metals / Commodities

0-10%

Asset Allocation


Asset mix is consistent of liquid investments and fixed income instruments, acknowledging your investment horizon and currency preferences.


INVESTMENT PRODUCTS


LIQUIDITY
  • Cash*

BONDS
  • Government Bonds

  • Corporate Bonds

  • Emerging Markets Bonds

  • Inflation-linked Bonds

  • Bond Funds

*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.