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Managed
UT WRAP
This
account service invests in no-load, locally-approved unit trusts
and exchange traded funds, with diversification across fund managers,
asset classes, geographical regions and industries. Through a disciplined
process of integrating macroeconomic outlook with qualitative and
quantitative evaluation of the range of unit trusts, the best unit
trusts are selected and incorporated within each client's portfolio.
The portfolios are actively managed based on asset allocation strategies
to adjust to changing market conditions.
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 between equity
and bond funds. Within each asset class, the funds are diversified
across various geographical regions and market segments.
Some benefits
of the Managed UT WRAP Account include:
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No
sales charges and no switching fees.* |
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Selection
of 'best of breed' funds. |
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