Global Equity Balanced Portfolio

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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None of the information contained herein constitute an offer to purchase or sell a financial instrument, or to make any investments. AlphaCapita (Switzerland) SA does not take into account your personal investment objectives or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information nor for any loss arising from any investment based on a recommendation, forecast or other information supplied from any employee of AlphaCapita (Switzerland) SA, third party, or otherwise. All expressions of opinion are subject to change without notice. Any opinions made may be personal to the author and may not reflect the opinions of AlphaCapita (Switzerland) SA.

Global Equity Balanced Portfolio

Global Equity Balanced portfolio

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