SWISS MULTI-ASSET FIXED INCOME PORTFOLIO
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Proposal
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Minimum investment is $50,000, or equivalent in other currencies.
The following charts represent a sample Fixed Income Portfolio illustrating
the asset allocation by region, currency, and investment funds. This
portfolio is invested in broadly diversified bond funds denominated in
various currencies. Money market funds are included as well. To optimize
return, the portfolio invests in convertible bonds, conservative real
estate, and hedge funds. Emphasis is placed on the reference currency CHF
(Swiss francs).
The recommended investment horizon for this porrfolio is 4 yrs. The
target return is 3%/annum.
View an update on the Income Portfolio in Swiss francs (PDF File) and the Income Portfolio in USD (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
INCOME 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
