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Investment Philosophy
In
managing your International Investment Account our goal is to help
you achieve stable, above average returns over the long-term.This
is accomplished through a disciplined investment process which focuses
on preserving your capital.
Defining your Investment Objectives
Because
every investor will have differing objectives as far as risk and returns
are concerned it is important for you to select the most appropriate
portfolio. Capital Investment Services s.a.l. will be pleased to review
your financial situation and objectives with you to help ensure you
make the right choices.
Three Portfolio Styles to Choose from
The
Growth Portfolio invests mainly in stocks and equity linked
securities with lower weightings in cash, short-term investments and
convertible bonds. It is appropriate for investors' long-term capital
appreciations that are willing to accept some volatility due to market
fluctuations.
The
Balanced Portfolio invests in bonds, equities, cash and
short-term investments in a more balanced way and will have a lower
equity weighting than the Growth Portfolio. It is designed to achieve
a more equal balance between international bonds and equities so as
to produce the best mix of income and capital growth with less risk
and volatility than the Growth Portfolio.
The
Income Portfolio invests in bonds and each instrument is
intended to provide higher levels of income with some capital growth.
It is suitable for risk averse investors who wish to preserve capital
but generate returns over and above those generally available holding
cash deposits. |
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