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Banque Safdié - Private banking - Asset management

Type Total Return

The objective is medium-term capital appreciation, through a diversified portfolio of fixed income securities (ranging from AAA to emerging markets and high yield corporate bonds) and alternative instruments.

The portfolio has no direct exposure to equities.

Performance objective is the deposit coupon plus 3%.

Portfolio volatility is estimated between 3 and 4%.


Model Portfolio in US dollar, in euro.

Banque Safdié - Private banking - Asset management
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