THE SWISS MULTI-ASSET MANAGED ANNUITY
Offer Swiss Annuities
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Proposal
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Minimum investment is $50,000, or equivalent in other currencies.
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The strategy you choose must meet your personal requirements and investment profile |
As with any portfolio, strategy is all-important. And, to maintain the strategy best-suited for you, your portfolio is re-balanced as needed, thus assuring your risk will not increase over time.
For USA investors, there's an additional benefit: the muti-asset annuity strategy portfolios described here meets the requirements of the US Internal Revenue Code for tax deferral. These portfolios shelter income and capital gains taxes during the accumulation period. A definite advantage compared to mutual funds, which may incur capital gain and investment income taxes each year. And, you can transfer money from one portfolio to another without incurring any tax.
All sub accounts have a well-diversified currency allocation and thus, bring you the full benefit of global diversification. That is, should dollar-denominated assets fall in value, your portfolio will have other currency holdings to mitigate in full or in part the effects of such a fall.
The managed mult-asset annuity portfolio can be constructed in at least four different styles:
- Swiss Annuity Fixed-Income Portfolio
- Swiss Annuity Conservative Portfolio
- Swiss Annuity Balanced Portfolio
- Swiss Annuity Dynamic Portfolio
Expected returns and risk (volatility) for the different styles can be summarized as follows:
Due to its limited volatility, the Fixed-Income Portfolio is suitable for risk-adverse investors seeking to build a Swiss franc "reserve fund".
The Conservative Portfolio is for investors willing to take a higher risk than with fixed income only. Returns are normally lower than for the Balanced or Dynamic Portfolios.
The Balanced Portfolio is exactly that: a balance between different asset categories and individual investments – traditional and non-traditional, a balance between currencies and countries. The Balanced strategy is unique and geared towards strong gains potential from the alternative investments (commodities and real estate,) as well as equities and then balanced with fixed income investments.
The Balanced Portfolio maintains a good mix, neither aggressive or conservative.
The Dynamic Portfolio is for investors willing to accept greater short-term price fluctuations for their holdings in order to achieve a larger capital gain in the long term.
Whatever strategy you choose, you can achieve tax-deferred growth in an instrument that is essentially a bank account wrapped in an annuity contract. However, you won't have to pay withholding taxes. Second, you can reap the benefits of global diversification. Our managed muti-asset annuity is diversified in global equities, bonds, money market instruments or currencies and may be denominated in US dollars or Swiss francs.
Finally, like a Swiss or Liechtenstein bank account, your investment is protected from prying eyes. Information about your investment may not be released to any third party, unless you have committed a crime punishable under Swiss or Liechtenstein laws.
PORTFOLIOS
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
