Portfolio performance

v

 

Performance

Week-to-date Month-to-date Year-to-date 2019
-0.01% -0.04% -0.71% -0.54%

Valuation Date: 22/10/2020

 

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
Bank: HELLENIC BANK
Account Number: 023-01-739867-01
IBAN Number: CY32 0050 0023 0000 2301 7398 6701
Swift Code: HEBACY2N
Currency: EUR