Wealth mandate

This mandate is for clients who are looking for reasonably high returns with limited risk. Although capital may vary, the aim is capital preservation over a longer medium-term horizon of 3 to 5 years. The client must have a moderate appetite for risk. Depending on the risk-free interest rate, an average annual return of about 6% is targeted, with moderate volatility of 4% to 6%. 

For a Wealth mandate the Allocation Committee will adjust the allocation of the client’s assets to specific markets and asset classes to ensure diversified and sustainable sources of yield. Exposure to equities will vary between 0% and 50%. The portfolio may be invested in bonds and in “decorrelated” strategies. A multi-asset class approach and flexibility are the two cornerstones of the Wealth investment mandate.

For more information, send an email to info@purecapital.eu or call us at +352 26 39 86 80. We will get back to you as soon as possible.