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PMA Managed Global UT-ETF Account
This account service seeks medium to long-term capital appreciation and income by investing primarily in unit trusts, exchange traded funds (ETFs) and listed investment trusts to create a diversified portfolio with exposure to different asset classes, comprising equity, bond and commodity, 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 commodity.
The benefits of such a portfolio lie in the:
- Versatility and flexibility that comes with the use of long and/or short ETFs in combination with traditional unit trusts.
- Diversification across fund managers, asset classes, geographical regions, countries, currencies, industries and companies.
- Wide choice of unit trusts and ETFs
- No sales charges and switching fees on unit trusts employed in the portfolio.
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