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Discretionary Management - Bond Portfolio
  A Selection of Portfolios focused on a Balance between Income and Capital Preservation
 
Investment Objective :
The objective of this portfolio is to achieve a lower risk balanced return from Fixed Interest Investments in a diversified selection of Collective Investment Schemes, Exchange Traded Funds, Fixed Interest Securities quoted on OECD recognised Stock Exchanges. The portfolio will be broadly based, although the Manager may choose to substitute cash/cash equivalents in any of the asset classes in times of market uncertainty or high volatility.

     
Risk Profile : LOW / MEDIUM
     
Minimum Investment : US$ 50,000 (or currency equivalent)
     
Management Fee : 1.50% per annum
 
Portfolios Available Denomination Benchmark
  IOAM Bond UK £ 10 Year GILT (50%)
+ iBoxx £ Corporate Long-Dated Bond Index (50%)
  IOAM Bond US $ 10 Year US Treasury (50%)
+ Lehman Aggregate Bond Index (50%)
  IOAM Bond Euro EuroMTS 10-15 Years Government Bond Index (50%)
+ iBoxx Euro Liquid Corporate Overall Bond index (50%)
  IOAM Bond Global $ Average of Bond UK, Bond US, and Bond Euro Benchmarks.
 
 
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