Portfolio

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Portfolio Management

ABK Capital has developed innovative discretionary portfolio management solutions in partnership with internationally reputed asset management firms to assist clients in investing in their future and achieving their investment goals.

In addition to the model portfolio solutions offered by the Company, which cater to the client’s risk and return objectives and unique needs, the Multi-Asset Income Portfolio delivers a high level of income distribution within a relatively moderate risk profile. The Emerging Markets Corporate Bond Portfolio helps investors diversify their exposures across the EM universe, and the Real Estate Property Income Portfolio provides clients a global choice of real estate investments in the UK, US, and the Eurozone. These are all part of a growing array of portfolio solutions that ABK Capital provides. We also tailor solutions to meet each of our client’s investment needs.

Our team of professionals, with extensive experience in diverse areas in the investment industry, are dedicated to creating innovative investment solutions that cater to clients’ evolving needs. Additionally, by consistently and effectively managing, monitoring, and evaluating the performance of portfolios, the investment team ensures that the portfolios are always meeting their set investment objectives.

DEFENSIVE

Target volatility is up to 5% annualized standard deviation. Expected to have low volatility of asset value with an objective to preserve assets in the long term. Returns are mainly from interest and dividends, supplementedaaby capital gains.

CONSERVATIVE

Target volatility is between 5% and 8% annualized standard deviation. Expected to have low to medium volatility of asset value with an objective to preserve assets in the long term. Returns are mainly from interest andaadividends, supplementedaaby capital gains.

MODERATE

Target volatility is between 5% and 10% annualized standard deviation. Expected to have medium asset value volatility with an objective to achieve capital appreciation in the long term. Returns are mainly from interest andaadividends, supplementedaaby capital gains.

GROWTH

Volatility likely to be above 10% annualized standard deviation. Expected to have high asset value volatility with an objective to achieve capital appreciation in the long term. Returns are mainly from capital gains.