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Portfolio performance

v

 

Performance

Week-to-date Month-to-date Year-to-date 2021
0.00% -0.04% -0.04% -0.61%

Valuation Date: 20/01/2022

 

Portfolio Risk & Key Attributes

Risk / Reward Scale

Lower risk
Lower Potential Returns		 Higher risk
Higher Potential Returns
1 2 3 4 5 6 7

 

Target Return 3 Month Euribor Rate
Target Risk 0.5%-2%
Horizon 0-3 years
Currency EUR
Fund Manager Emergo Wealth Ltd.

Investment Philosophy

The primary objective of the fund  is to provide a high level of capital protection by primarily investing in cash deposits, Money Market instruments and short duration premium bond instruments and funds.

Asset Class Allocation

Geographic Allocation

Major Holdings

Allocation per Credit Institution

FTD expiration schedule

Subscription Account

Account Name
LIFEGOALS- INTERNATIONAL SAVINGS SUB/RED (LGIS)
Bank Name
BANK OF CYPRUS
Account Number
357-023-295437
Account IBAN
CY66002001950000357023295437
Bank Swift
BCYPCY2N
Currency
EUR