T.C.R. Portfolios

1. Low Volatility

Description: This portfolio focuses on capital preservation while still offering some capital appreciation over time. It is well suited for investors seeking primarily low volatility of returns as they have high aversion to direct market risk fluctuations.

Investment Objectives: The relevant Model Portfolio (MPF) aims to achieve about 3.25% annualized gross of fees over a market/business cycle (5 to 7 years) and it is expected to typically return (gross) between -3.5% to +5% seven out of ten years.

Investment Strategy: In order to limit the potential loss to around -3.5% over a rolling 12- months in typical stressed markets, a significant allocation to absolute return strategies via hedge funds is expected, which will therefore lower the overall liquidity of the portfolio.

2. Medium Volatility

Description: This portfolio focuses on providing moderate capital appreciation in long term via moderate volatility of returns. It is well suited for investors seeking long term steady moderate capital appreciation while dampening the negative impact of severe negative markets fluctuations along the way.

Investment Objectives: The relevant Model Portfolio (MPF) aims to achieve about 4% annualized gross of fees over a market/business cycle (5 to 7 years) and it is expected to typically return (gross) between -5% to +6.5% seven out of ten years.

Investment Strategy: In order to limit the potential loss to around -5% over a rolling 12- months in typical stressed markets, a significant allocation to absolute return strategies via hedge funds is expected, which will therefore lower the overall liquidity of the portfolio.

3. High Volatility

Description: This mandate is focused on providing significant capital appreciation in long term via above average volatility of returns. It is well suited for investors seeking long term capital appreciation while dampening the negative impact of severe negative markets fluctuations along the way.

Investment Objectives: The relevant Model Portfolio (MPF) aims to achieve about 6.5% annualized gross of fees over a market/business cycle (5 to 7 years) and it is expected to typically return (gross) between -15% to +15% seven out of ten years.

Investment Strategy: In order to keep the expected return almost as high as with direct equities over the long- term while maintaining a significant lower loss potential, a significant allocation will be invested in equities (or equity funds/ETF) and typically high yielding fixed income instruments.

4. Personalised Portfolios

Further to the above portfolios our experienced Portfolio Management Department can design a customized investment solution for each client's unique circumstances and risk tolerance. Our investment process integrates investment policy guidelines with strategic and tactical asset allocation, leading to your unique portfolio construction.

Please Contact US for further info and details on our Portfolio Management Services.

RISK WARNING:

Investment in financial instruments involves a high degree of risk. As such, they may not be suitable for all investors. Investors should ensure they fully understand the risks associated with investing in financial instruments before deciding to invest as they may lose partial or all invested capital.


The information contained in this website is for general information purposes only and should not be viewed as offering any personal investment service. Investors may choose to seek independent advice and should not risk more than they are prepared to lose.