PMA Managed Global Hybrid Account
This account service seeks medium to long-term capital appreciation and income by investing in securities, unit trusts and exchange-traded funds (ETFs) to create a diversified portfolio with exposure to different asset classes, comprising equity, bond and alternative investments, based on global asset allocation strategies.
We offer three portfolio types to meet the needs of clients with different investment
profiles - viz, aggressive, balanced and conservative. The three portfolio types differ in the
allocation among the asset classes of equity, bond and alternative investments.
The benefits of such a portfolio lie in
the:
·
Versatility and flexibility that
comes with the use of various investment vehicles such as stocks, bonds,
unit trusts and ETFs, and the ability to go long and short.
·
Diversification across fund managers, asset classes, geographical
regions, countries, currencies, industries and companies.
·
No sales charges and switching
fees on unit trusts employed in the portfolio.
The account service can be customized to
meet unique requirements and is an attractive
proposition for high-net-worth investors,
corporations and institutions.
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