The Bank of Bermuda has launched a customised investment vehicle tailored to the individual investor...
The Bank of Bermuda has launched a customised investment vehicle tailored to the individual investor.
The newest addition to the bank's line of All Points Funds, the All Points Managed Portfolios are devised for investors who want expert assistance in managing and building their wealth, according to the company.
There are four portfolios available: Income and Growth, Balanced, Capital Growth and Strategic Equity, each one available in a dollar or sterling currency base.
They allow investors to work with the bank's advisers to identify the portfolio best suited to meet their individual tolerance of risk, time horizon and investment goals, for a minimum investment of $50,000.
When constructing the portfolios, the bank's experts primarily choose from the proven funds that collectively make up the bank's flagship investment vehicle, All Points Multi-Manager, and alternative investment funds from the All Points family.
The funds are picked to construct a complete portfolio, tailored by objectives. The constructed portfolio is then constantly monitored and where necessary re-balanced to match changing market and economic conditions so that it remains well balanced at all times.
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