Growth mandate

This profile is for clients who wish to maximise their returns, while avoiding a substantial loss of their invested capital. The investment horizon is at least five years. The client’s appetite for risk must be greater than for a Wealth mandate without being excessive, and he or she must be willing to accept larger variations in the value of their assets. An average annual return of about 10% is targeted, with approximately 15% volatility.

The portfolio construction process and the investment philosophy are the same as for a Wealth mandate, but with more freedom to take risks and seize opportunities. Exposure to equities may vary from 0% to 100%. The portfolio may be supplemented with bonds, money-market and other cash investments and “decorrelated” strategies. The three pillars of the Growth Mandate strategy are a multi-asset class approach to portfolio construction, flexibility and agility.

For more information, send an email to info@purecapital.eu or call us at +352 26 39 86 80. We will get back to you as soon as possible.