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Capital Protected Portfolios are for investors aiming to achieve an annual return on investments exceeding the prevailing interest rates on deposits, while protecting the original investment.
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Annual Targeted Return:10% - 15% |
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Achieved Returns from Inception May 2006 to October 2008 :27.5% (5 years duration) 18.3% (3 years duration)
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Annualized Return:12.12%
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Bench Mark Prevailing Interest Rates on Deposits: 5% maximum
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Asset Classes
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Bench Mark
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Fixed Income, Equities, Derivatives and Funds.
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Prevailing Interest Rates on Deposits
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Financial Markets |
Reference Currency
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All Regulated Financial Markets.
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JOD, USD & Other Currencies
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Redemption
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weekly (Monday)
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Minimum Investment
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Redemption fee
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None
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USD10,000
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Management Fees |
Principal Protection
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None
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100%
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Commissions
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Portfolio Tenor
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FIRST Approved commissions list.
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2-5 Years
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Performance Fees: 20% of profits accrued semi annually deducted at maturity
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| Risk Factors | |||
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Since the investment is guaranteed only at maturity, if the investor chooses to redeem it prior to that then the portfolio will be evaluated at the redemption date market prices thus emerges the risk of the lack of protection of the original investment. The risk of achieving below expected returns or no returns at all. |
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It is important to remember that the value of your investment and can go down and up as it is guaranteed only at Maturity, and that you the investor may not get back the amount originally invested if you redeem the portfolio before maturity . Past and simulated performances are not necessarily a guide for future performance. * ROR before deducting the annually performance fees. |
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