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SG Private Banking - Equity strategy

This Asian entrepreneur, between 40 and 50 years old, has developed his company across Asia and wants to enjoy double digit growth from his investments with a 3 to 5 years investment horizon. He already has a well diversified portfolio and is looking for a more focused approach for this investment with measured risk. He is performance oriented.   Following the good economic figures coming out of many countries around the world, we expect a continued economic rebound in the US with a positive impact in Europe, while Emerging Markets and Japan remain our preferred investment areas. Equities remain our favoured asset class, even though we do expect further consolidation over the next few weeks, following the stellar performances of last year. We will therefore focus on actively managed funds that offer both performance and capital protection.

 

Our strategy is to build the portfolio around three pillars representing different investment approaches in terms of risk and time horizon.

The first pillar is the shortest in time. It consists of a capital guaranteed Euro Medium Term Note that is linked to an equity index chosen by the client. During the life of the product, as soon as the sum of the profits and losses calculated reaches 10% and 20%,  that performance is respectively locked up to maturity.

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