Each of our Growth Accounts offer an investment focus on capital appreciation but with varying risk and reward characteristics.
IOAM Cautious Growth Portfolio A Selection of Portfolios Focused On Moderate Long-Term Capital Growth
Investment Objective
:
The objective of this portfolio is to achieve a lower risk balanced return from Equity and Fixed Interest Investments in a diversified selection of Collective Investment Schemes, Exchange Traded Funds, Fixed Interest Securities and Equities 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 Cautious Growth UK
£
FTSE 100 Index (50%)
+ 10 Year GILT (50%)
IOAM Cautious Growth US
$
Dow Jones Industrial
Average Index (50%)
+ 10 Year US Treasury (50%)
IOAM Cautious Growth Euro
€
Dow Jones Euro STOXX 50 (50%)
+ EuroMTS 10-15 Years Government Bond Index (50%)
IOAM Cautious Growth Global
$
S&P 100
Global Index (50%)
+ Citigroup Global Government Bond Index (50%)
IOAM Growth Portfolios
A Selection of Portfolios Focused on Long-Term Capital Growth.
Investment Objective
:
The objective of this portfolio is to achieve a medium risk, long term, balanced return from investment in a selection of Collective Investment Schemes, Exchange Traded Funds, Fixed Interest Securities and Equities listed on OECD Exchanges. The portfolio will be broadly based, although the Manager may choose to substitute cash/cash equivalents for any of the asset classes in times of market uncertainty or high volatility.