ETF portfolio (Exchange Traded Funds)

  • Asset Allocation focused
  • Geographical diversification
  • Hedged
  • Buy & hold predominantly
  • Up to 100% in ETF (Exchange Traded Funds)

Investment Profile

This Portfolio emphasizes the highest capital growth potential over the long term. The main stay of this portfolio focuses on “Exchange Traded Funds” (ETF) investments. This portfolio concentrates on aggressive capital growth and provides little or no current income. However, to dilute risk we have employed a strategy of diversification across geographical and industrial sectors, whilst keeping a core theme around Emerging Markets. The ETF’s employed in this portfolio may track a whole index or a weighted variant of a geographical or industrial sector. Over the long term this portfolio is designed to have a higher risk profile than portfolios that are designed with growth and income, or just income in mind.

The investments chosen have the potential for higher returns. However, aggressive investments also carry higher levels of risk and price volatility. Investments of this kind can often trade at higher valuations, pay no dividends and may depend on significant improvements in business activity.
Investment Area:

Global
Risk Profile:

Aggressive
Allocation:

Up to 100% in ETF (Exchange Traded Funds)
Recommended investment horizon:

3-5 years
Management Fees:

Please refer to current rates and conditions
Expected returns:

Between 5% – 8%