Global SMA Funds
Overview
Equity SMA
1. The product is provided through an SMA structure investing in global markets and targeting long-term capital appreciation
2. The portfolios are constructed in a cost-effective manner, utilizing, predominately, passive instruments such as exchange traded funds (ETF) and employing the expertise of internationally renowned asset managers to actively manage the exposure
3. Global Equity Features:
- Provides exposure to global equity markets
- The client can opt for periodic income distribution
Fixed-Income SMA
1. The product is provided through an SMA structure investing in global markets and targeting long-term capital appreciation
2. The portfolios are constructed in a cost-effective manner, utilizing, predominately, passive instruments such as exchange traded funds (ETF) and employing the expertise of internationally renowned asset managers to actively manage the exposure
3. Global Fixed Income Features:
- Provides exposure to global fixed income markets
- The client can opt for periodic income distribution
Multi-Asset SMA
1. The product is provided through an SMA structure investing in global markets and targeting long-term capital appreciation
2. The portfolios are constructed in a cost effective manner, utilizing, predominately, passive instruments such as exchange traded funds (ETF) and employing the expertise of internationally renowned asset managers to actively manage the exposure
3. Multi Asset Features:
- a. Provides exposure to multiple global asset classes
- b. The client can opt for periodic income distribution
