Portfolio Approach
We decide on the asset mix of the Portfolio and select world class managers to manage individual assets.
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Tax Effective
The Portfolio invests in many asset classes – only the net overall growth is liable to tax.
In other words, if the Portfolio makes a loss on a specific investment fund, that loss is offset for tax purposes against gains.
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Active Management
We continuously review and make pro-active investment decisions to manage the Portfolios as market conditions alter.
