Portfolio performance

v

 

Performance

Week-to-date Month-to-date Year-to-date 2020
-0.03% -0.06% -0.47% -0.87%

Valuation Date: 24/09/2021

 

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 Name
HELLENIC BANK
Account Number
023-01-739867-01
Account IBAN
CY32005000230000230173986701
Bank Swift
HEBACY2N
Currency
EUR