Bonds & Portfolios

The Portrait Portfolio Funds

 

Conservative Portfolio:

The objective of this Portfolio is to generate income and to preserve capital. The Portfolio primarily invests in a diversified mix of funds, with a focus on fixed income funds. The Conservative Portfolio is ideal for security holders who are willing to accept a low level of investment risk and who are concerned about the preservation of their capital.

Moderate Portfolio:

The objective of this Portfolio is to generate income and moderate long-term capital growth. The Portfolio primarily invests in a diversified mix of funds, with a focus on fixed income funds. The Moderate Portfolio is ideal for security holders who are willing to accept a below average level of investment risk, who are comfortable with global investment risk and who are seeking long-term capital growth

 

Growth Portfolio:

The objective of the Growth Portfolio is to generate long-term capital growth and moderate income. The Portfolio primarily invests in a diversified mix of funds, with a focus on equity funds. The Growth Portfolio is ideal for security holders who are willing to accept a below average level of investment risk and who are seeking long-term capital growth.

 

Dividend Growth & Income Portfolio:

The objective of this Portfolio is to achieve long-term capital growth. The Portfolio primarily invests in a diversified mix of funds, with a focus on dividend growth and monthly income funds. The Dividend Growth & Income Portfolio is ideal for security holders willing to accept an average level of investment risk.

 

Aggressive Portfolio:

The objective of this Portfolio is to provide long-term capital growth. The Portfolio primarily invests in a diversified mix of funds, with a focus on equity funds. The Aggressive Portfolio is ideal for security holders who are willing to accept an average level of investment risk.

 

Global Portfolio:

The objective of this Portfolio is to achieve long-term capital growth. The Portfolio primarily invests in a diversified mix of funds, with a focus on funds that offer global diversification. The Global Portfolio is ideal for security holders willing to accept an average level of investment risk and seeking long-term growth through capital appreciation and who are interested in diversifying globally.