Let us manage your portfolio while you focus on what you do best.

Our dedicated teams of asset managers and investment advisors strive to make your investment journey a pleasant one and which helps you achieve your investment goals in an efficient and transparent manner.

We will help you choose the strategy which best fits your investment objective and risk profile. Our team will actively manage your portfolio to reflect our market outlook. We will keep you updated with quarterly performance valuations, while an annual review will ensure that the investment strategy of your choice is still suitable for you.

Three Strategies to choose from

1.Balanced Income Strategy

This strategy consists of a diversified pool of assets, with a strong weighting in fixed-income securities, and most suitable to those investors whose primary investment objective is income return. The strategy will be composed of high-yielding bonds, investment-grade bonds, government bonds, and equity securities to a lesser extent.

The income generated from this strategy will be distributed to investors, and is most appropriate for investors having a balanced risk-profile, and a time horizon of 5 years and over. The strategy’s targeted annualized volatility (risk) will vary between 5% and 10% (SRRI Level 4).

 

2. Balanced Growth Strategy

This strategy is likewise suitable to those investors having a  balanced-risk profile, but whose primary objective is capital growth over the medium-to-long term. The strategy will be composed of a diversified pool of assets, with a targeted strategic equity allocation of circa 40%. The higher equity allocation will imply a higher level of expected volatility, while also increasing the possibility of achieving a higher level of capital growth over the medium-to-long term.

Income generated from this strategy will be automatically re-invested (compounding returns) and is most appropriate for  investors having a balanced risk-profile, and a time horizon of 5 years and over. The strategy’s targeted annualized volatility (risk) will vary    between 7% and 10% (SRRI Level 4).

3. Aggressive Growth Strategy 

This strategy will be equity-driven, with a targeted strategic equity allocation of 90%. This strategy is most suitable to investors having a long-term time horizon, 10 years and over, with no income  requirements over the medium-to-long term. One is to expect a higher level of risk when compared to the other two strategies, with a compensating capital growth potential over the long-term.

Income generated from this strategy will be automatically re-invested (compounding returns) and is most appropriate for investors having a balanced-aggressive risk-profile, and a time horizon of 10 years and over. The strategy’s targeted annualized volatility (risk) will vary between 15% and 25% (SRRI Level 6).

Main Features

  • Minimum portfolio amount of €50,000 and minimum top-up of €5,000
  • Diversified strategies over a number of funds, including renowned international fund house
  • At the outset, assessments are carried out to determine the most suitable strategy
  • Designed for investors who have an investment time horizon of at least 5 years
  • Access to well diversified actively managed funds
  • Quarterly detailed valuation reports
  • Entry fee of 2% and management fee of 1% on non-Merill Funds
  • Rebate of any trailer fees received from third-party fund managers
  • Online access to your portfolio
Read more about Managed Strategies

What’s the next step?

If you are ready to start your investment journey with us, please contact your investment advisor to schedule an appointment.