This is an announcement for existing clients.
The Conservative Account is an investment that aims to provide a return of 2-4% per annum (inclusive of dividends) with low volatility. The Account invests in a diversified portfolio of large number of bonds. It is suitable for individuals looking for potentially better return compared to fixed deposits.
The Conservative Account is only for existing clients.
Conservative Account Details
Minimum amount: SGD 250,000 and in multiples of SGD 50,000.
Maximum Amount: SGD 1,500,000.
Maturity period: 2 years.
Early exit penalty: forfeiture of any profit earned.
Upfront fee: 0% (i.e. 100% of your investments are invested).
Custody Fee: 0.5% per annum.
Suitable for individuals who are moderately conservative.
No capital guarantee.
Past performance (net of all fees)
Top 10 holdings
If you are interested, do contact me.