PORTFOLIO CONSTRUCTION

Model Portfolio Construction

  • Ingenia can provide portfolios to include individual Fixed-Income bonds, or direct equities, or a combination of both .
  • We provide a comprehensive yet easy-to-understand breakdown of portfolio exposure and return attribution

For illustration purposes only

The construction of portfolios is based on absolute return targets assuming a certain maximum volatility. We also believe it is important to utilise fully the range of asset classes available, in the construction of our portfolios. The table below demonstrates the wide variety of instruments that we utilise.

For illustration purposes only

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