
The core strategies are global strategies, that can invest in global bonds, preferred shares, funds, ETF’s and any security listed on a major stock exchange. Depending on the client’s specific needs, a core strategy can be offered in any currency.

The core strategies are global strategies, that can invest in global bonds, preferred shares, funds, ETF’s and any security listed on a major stock exchange. Depending on the client’s specific needs, a core strategy can be offered in any currency.

A standard asset allocation model of 70% fixed income, 20% global equities or ETF’s., 10% growth investments. At all times, the Committee is prepared to exit the higher risk assets and hold 100% fixed income or cash if market conditions are not favourable.
The committee limits its exposure to any one security, non-base currency and one country to 25% of the portfolio. At all times, the Committee is prepared to exit riskier assets and hold 100% fixed income or cash if market conditions are not favourable.


The portfolio of investments is limited to well known, highly liquid investments. The committee reviews its investment strategy on a quarterly basis and selects investments it feels are best of breed. Our standard asset allocation in the growth portfolio is 30% fixed income, 40% global equity, 30% commodities, foreign securities or higher risk investments. The committee limits its exposure to any one security, non-base currency and one country to 35% of the portfolio. At all times, the committee is prepared to hold 100% in cash and lower risk if market conditions are not favourable for investments.

A standard asset allocation model of 70% fixed income, 20% global equities or ETF’s., 10% growth investments. At all times, the Committee is prepared to exit the higher risk assets and hold 100% fixed income or cash if market conditions are not favourable.

The committee limits its exposure to any one security, non-base currency and one country to 25% of the portfolio. At all times, the Committee is prepared to exit riskier assets and hold 100% fixed income or cash if market conditions are not favourable.

The portfolio of investments is limited to well known, highly liquid investments. The committee reviews its investment strategy on a quarterly basis and selects investments it feels are best of breed. Our standard asset allocation in the growth portfolio is 30% fixed income, 40% global equity, 30% commodities, foreign securities or higher risk investments. The committee limits its exposure to any one security, non-base currency and one country to 35% of the portfolio. At all times, the committee is prepared to hold 100% in cash and lower risk if market conditions are not favourable for investments.
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