SWISS MULTI-ASSET BALANCED PORTFOLIO
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Request a free Personalized
Proposal
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Minimum investment is $50,000, or equivalent in other currencies.
The following charts represent a sample Balanced Portfolio illustrating the
asset allocation by region, currency, and investment funds. This
portfolio is invested in a combination of growth-oriented and
safety-oriented funds and provides a solid basis for mid-term capital
growth. The broadly diversified portfolio includes the asset categories:
equities (according to regions and themes), emerging markets,
commodities, precious metals, real estate, private equity, hedge funds,
convertible bonds as well as bonds and money market funds.
The recommended investment horizon for this portfolio is 7 yrs. The
target return is 5.5%/annum.
View an update on the Balance Portfolio in Swiss francs (PDF File) and the Balance Portfolio in USD (PDF File). Also, preview a sample proposal on the Balance Portfolio (PDF File).
For your reference, a complete list of the investments comprising the Muti-Asset Portfolios are offered for your review.
SWISS MULTI-ASSET ANNUITY
MANAGED MULTI-ASSET ANNUITIES FEATURE AUTOMATIC RE-BALANCING
PORTFOLIOS
BALANCED PORTFOLIO
SUMMARY OF BENEFITS
Full Creditor Protection
No Swiss Estate, Inheritance, or Transfer Taxes
No Foreign Income Taxes
Private & Safe
First-Class Swiss or Liechtenstein Insurance Company
Each Investor Assigned a Personal Certificate Number
Certificates are Denominated in Your Choice of Currency
Reference Currency is the Swiss Franc or US Dollar
No Limits on Duration of the Investment.
[5 Years is the Recommended Term]
Add more funds and/or request partial withdraw of funds anytime without fees or penalties
