Investment Choices

We assist our clients make investments in a full range of investment choices in both local and international markets.

 

Investment Choices

EQUITIES

Features: Invest in shares of quoted and unquoted companies across a variety of sectors

Benefits:

– Useful for building a balanced portfolio
– Diversification can be achieved
– Useful for growth, value and income strategies
– Has adequate liquidity

 

FIXED INCOME SECURITIES

Features: Invest in a broad range of Fixed income securities such as Sovereign Bonds, Corporate Bonds, Sub-Sovereign Bonds, EuroBonds and Money market instruments such as Treasury Bills and Commercial Paper

Benefits:

– Useful for building a balanced portfolio
– Current income objective
– Low volatility

EXCHANGE TRADED FUNDS (ETF)

Features: Invest in ETFs which is similar to a Mutual Fund but can be traded like a stock.

Benefits:

– Building a balanced portfolio
– Liquidity
– Useful for Index fund investing
– Useful for growth, value and income strategies

 

MUTUAL FUNDS

Features: Invest in Mutual Funds that are professionally managed funds with diverse asset classes in line with your investment objectives

Benefits:

– Building a balanced portfolio
– Has adequate liquidity
– Useful for Index fund investing
– Useful for growth, value and income strategies