The EFG RETIREMENT PORTFOLIO Index Certificate that we advise was structured to become your own personal Pension Fund with an annual performance target of 2 to 4 % above inflation with a low level of volatility.
The EFG RETIREMENT Index Tracker invests in quality shares, bonds and money market instruments offering high yields or significant under-valuation characteristics. It has a clear Value Investing bias as the managers and the promoter believe that in the long run, value investing offers a superior risk/reward ratio. It is managed dynamically without minimum asset allocation constraints, the portfolio has a large diversification and offers daily liquidity
It is structured as a debt instrument issued in US Dollars, the EFG Retirement Portfolio enables a one-line exposure to a diversified portfolio of exceptionally undervalued investments.