Conservative strategy

The aim of this strategy is to yield a profit on the principal through a diversified portfolio in low-risk investment vehicles. The primary objective is to play safe. This strategy suits a cautious investor who wants to keep the price fluctuations in his portfolio as low as possible while trying to get a return above the LIBOR rate. This investor's investment horizon is short-term and he is interested in investing for a period of 12 months and over.

Balanced Strategy

The aim of this strategy is to yield a profit on the principal through a relatively diversified portfolio. The objective is for the portfolio to take advantage of the equity markets when they are climbing and to control the risk when there is a downturn in the markets. This strategy is for the investor who is prepared to accept greater price fluctuations, in order to take advantage of attractive capital gains on the financial markets. This investor's investment horizon is medium or long-term and he must be able to invest for 3 years or more.

Aggressive Strategy

This strategy is aimed at taking full advantage of the financial market gains with a portfolio favouring riskier investments and an expected above-average performance. The objective is for the portfolio to actively profit from the equity markets. This kind of portfolio is for an experienced investor who can cope with substantial fluctuations in his capital in order to take full advantage of attractive capital gains. This investor's investment horizon is long-term and he must be able to invest at least for 5 years.