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Portfolio Management - Tailored to Fit
SJIC - helping you plan for retirement


A TAILORED PORTFOLIO

SJIC gives you the freedom to construct a portfolio designed to meet your precise investment needs. The fund may consist of cash, your own privately chosen portfolio of stocks, shares, mutual funds, unit trusts, UCITS, SICAVS, collectives and other investments. The portfolio can invest in any of the world's leading stock markets. If desired, your existing stock portfolio can be transferred directly into the fund and remain intact as long as you wish. You may vary holdings which make up your portfolio at any time as the relative attractiveness of different markets change, or your investment objectives alter.

The range of assets in which a portfolio can invest typically include :

  • Stocks, shares and securities quoted on any recognised stock exchange in the world

  • Authorised and offshore unit and investment trusts, and mutual funds

  • Shares in offshore collective schemes

  • Bonds, Eurobonds, Gilts, Treasuries and the like

  • Capital protected investments

  • Guaranteed funds

  • Currency, cash and bank deposits

  • Hedge, futures, warrants, currency and derivative funds

  • The product providers' own internal range of funds

  • In some portfolio bonds - any recognisable tradable asset anywhere in the world!

Flexibility  

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