© 2019. DynamicFrameworks
CENTRALISED INVESTMENT PROPOSITION
Our centralised investment proposition is based on core, fundamental principles to which we hold ourselves accountable.
The key focus is to provide our clients with the confidence that their wealth is invested in global opportunities in a way that is suitable to their objectives and personal circumstances.
Efficiency, diversification, and suitability is what we aim to achieve.
Our centralised investment proposition houses a collection of model portfolio strategies catering for our clients’ investment objectives.
The investment team adopts a whole-of-market approach to finding the best-suited funds to be included in our model portfolio strategies, where careful consideration is given to our risk and return objectives.
Our Investment Committee continuously monitors the performance of these model portfolios to ensure that they are delivering on their respective objectives.
Specific investor objectives will be assessed and suitability of the investment will be ensured when providing investment advice.
Performances are represented as cumulative and are net of OFC (on-going fund charge) fees. These are for reference only and should not be relied upon as accurate. Past performance figures prior to the investment inception have been simulated using the actual historical performance of the model portfolio strategy’s underlying investments, which are weighted according to the portfolio’s targeted exposure to these assets. Past performance is no guide to future performance. The value of holdings may fall as well as rise.