Products

  • Global Equity Balanced Fund

    • This is one of our most popular portfolios and is suitable for the moderate investor. The fund is the unitised vehicle which reflects the same strategy as our moderate portfolio featured below. The advantages of using this vehicle over the segregated portfolio are that its is available for only €50k minimum buy in and can be purchased from your usual broker. This portfolio gained good ground in 2009 making 17% after all costs by year end. This portfolio is already showing good form into 2012………..

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  • Global Equity Balanced portfolio

    • This is one of our most popular portfolios and is suitable for the moderate investor. This portfolio gained good ground in 2009 making 17% after all costs by year end. We were very cautious early in the year and were heavy on bonds. However as the year went on we started our strategic allocation in to the stocks that we employ. This portfolio is already showing good form into 2012………..

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  • Global Equity portfolio – “Has the possibility to be Capital Guaranteed”

    • This portfolio is designed to accommodate investors looking for capital growth & rising income. We only look at sizable liquid companies that are innovative market leaders, that are financially strong and have shareholder focused management. We also look for a strong market share and typically companies that have a long and stable operating history with a solid track record………..

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  • Global high yield Income portfolio

    • The “Global High Yield Income Portfolio” is designed for the investor seeking income from their capital. Bonds with investment grades are utilised spanning the global market. We understand the demand for a steady income stream and therefore have no interest in speculative instruments nor “junk bonds”………..

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  • ETF portfolio (Exchange traded funds) – “Has the possibility to be Capital Guaranteed”

    • The “Exchange Traded funds” portfolio was created to satisfy the needs of investors who were seeking exposure in commodities and emerging markets. Whilst at the same time reducing risk and cost by being allocated across indices and avoiding expensive mutual funds………..

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