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Investment Funds - Capital Protected Products

Philosophy

  • An opportunity to achieve yields above current market rates.
  • A vehicle offering exposure to foreign markets and unconventional investments.
  • Due to its size, this product obtains competitive prices and access to unique structures.

The products can be adapted during their life cycle: profits can be taken in part or in full.

Overview

Capital-protected Products

 

Banque Safdié - Investement
  • 100% capital protection
however

 

 
  • short subscription period and one underlying theme at a time
Ideal  
  • for risk-averse clients
  • for increasing the yield of the risk-free part of the client’s assets
  • for clients who wish to take part in unique and/or unconventional opportunities
  • for hedging existing investments

Capital-protected Program

The Program is structured so as to offer maximum simplicity in investing: investors are not pressured, from time to time, into indicating their interest in a newly-launched product when they have expressed their general interest in the investment technique (capital protection combined with a minimum participation of 60% in the underlying security’s performance).

The Program also offers diversification, allowing the client to take part in a series of products which, over time, will make up a certain proportion of their assets and would, at all times, be exposed to varied and unconnected investment themes.

In this way, the client is freed from the difficult task of discovering attractive investment opportunities on his own, and then finding a defensive vehicle capable of replicating his investment proposition.

Banque Safdié - Private banking - Asset management
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