SWISS MULTI-ASSET PORTFOLIOS
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Proposal
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Minimum investment is $50,000, or equivalent in other currencies.
FIXED INCOME PORTFOLIO
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).
View an update on the
Income Portfolio in USD (PDF
File).
CONSERVATIVE PORTFOLIO
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).
View an update on the
Conservative Portfolio in USD (PDF
File).
Preview a sample proposal on the Conservative Portfolio (PDF File).
BALANCED PORTFOLIO
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 porrfolio is 7 yrs. The
target return is 5.5%/annum.
View an update on
the Balanced Portfolio in Swiss francs
(PDF File).
View an update on
the Balanced Portfolio in USD (PDF
File).
Preview a sample proposal on the Balanced Portfolio (PDF File).
DYNAMIC PORTFOLIO
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).
View an update on
the Dynamic Portfolio in USD (PDF
File).
Preview a sample proposal on the Dynamic Portfolio (PDF File).
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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
