SWISS MULTI-ASSET CONSERVATIVE PORTFOLIO
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Proposal
based on
your investment profile.
Minimum investment is $50,000, or equivalent in other currencies.
The following charts represent a sample Conservative Portfolio illustrating
the asset allocation by region, currency, and investment funds. This
portfolio is invested in safety-oriented bond, money market, real estate,
and hedge funds as well as convertible bonds. In addition, a limited 25%
of the portfolio is invested in
equity and growth funds.
Emphasis is placed on the reference currency CHF (Swiss francs).
The recommended investment horizon for this porrfolio is 5 yrs. The
target return is 4.25%/annum.
View an update on the Conservative Portfolio in Swiss francs (PDF File) and the Conservative Portfolio in USD (PDF File). Also, preview a sample proposal on the Conservative 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
CONSERVATIVE 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
