SWISS MULTI-ASSET DYNAMIC PORTFOLIO
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Request a free Personalized
Proposal
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your investment profile.
Minimum investment is $50,000, or equivalent in other currencies.
The following charts represent a sample Dynamic Portfolio illustrating the
asset allocation by region, currency, and investment funds. This
portfolio is invested in growth-oriented equities aiming for dynamic
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 and hedge
funds. This portfolio requires a long-term investment horizon and high
risk tolerance.
The recommended investment horizon for this porrfolio is 10 yrs. The
target return is 8%/annum.
View an update on the Dynamic Portfolio in Swiss francs (PDF File) and the Dynamic Portfolio in USD (PDF File). Also, preview a sample proposal on the Dynamic 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
DYNAMIC 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
