PMA Managed Global Hybrid Account
This account service seeks medium to long-term capital appreciation and income by investing in direct securities, unit trusts and ETFs, with exposure to equity, specialty funds*, bond and cash equivalents and/or money market fund. We offer three portfolio types (aggressive, balanced, conservative), each differentiated by the strategic allocation between equity, specialty funds, bond and cash equivalents and/or money market fund.
The benefits of such a portfolio lies in
the:
·
Versatility and flexibility with the use of investment instruments such as stocks, bonds,
unit trusts and a wide range of ETFs.
·
Diversification across fund managers, asset classes, geographical
regions, countries, industries and companies.
·
No sales charges and switching
fees on unit trusts.
We also offer customized portfolios to meet unique requirements for high net worth investors and corporations/institutions.
Note: *These are specialty ETFs where the underlying can be in commodity-related assets, private equity, hedge funds or currencies.
|
