3 years +
USD 100 000
The portfolio allocation strategy is diversified across a broad set of financial assets including stocks, bonds, inflation protection instruments (TIPS), and commodities purchased through the largest and most liquid ETFs.
The strategy is to invest systematically and target the given level of risk, regardless of the economic cycle. The portfolio is rebalanced quarterly in accordance with a specific asset allocation algorithm.
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 31.10.2022 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
Common and preferred stocks, ETFs, depositary receipts, cash, mutual funds, fixed income instruments
Maximum share in the portfolio:
The income received from investments in the strategy is reinvested into the client's portfolio.
As part of the strategy, received coupon payments and dividends are reinvested.
Management fee – 1%
Performance fee – 10%
5 years +
USD 100 000
Professional expertise inglobal equity market provided by asset managers allows the formation of a diversified portfolio in terms of country, industry, currency, and other types of risk.
The selection of stocks is based on the analysis of macroeconomic statistics, geopolitics, global trends, scenario analysis as well as the individual characteristics of selected companies. The portfolio is focused on the beneficiary companies of current market enviroment that are able to outperform with respect to financials performance and market capitalization on a horizon of six months or more.
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 07.07.2023 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
Common and preferred stocks, stock rights, depositary receipts, cash, mutual funds, fixed income instruments
Maximum share in the portfolio:
* Stock rights are instruments issued by companies to provide current shareholders with the opportunity to preserve their fraction of corporate ownership. A single right is issued for each share of stock, and each right can typically purchase a fraction of a share so that multiple rights are required to purchase a single share.
The income received from investments in the strategy is reinvested into the client’s portfolio.
As part of the strategy, received coupon payments and dividends are reinvested.
Management fee – 1,2%
Performance fee – 12%
1-12 months
USD 100 000
The strategy invests in
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 07.07.2023 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
bonds, cash
Maximum share in the portfolio:
The income received from investments in the strategy is reinvested into the client’s portfolio.
Management fee – 0,2%
1-12 months
AED 350 000
The strategy invests in short term bank fixed deposits
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 07.07.2023 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
bank deposits, cash
Maximum share in the portfolio:
The income received from investments in the strategy is reinvested into the client’s portfolio.
Management fee – 0,2%
2 years +
USD 100 000
Investments in USD-denominated fixed income instruments. Portfolio with active management of interest rate and credit risk, taking advantage of opportunities in global markets.
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 10.08.2023 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
bonds, cash
Maximum share in the portfolio:
Cash, cash equivalents and money market funds: up to 100%
High Yield bonds are added in the portfolio if the issue has at least one rating of B+ or higher from S&P/Moody's/Fitch.
The income received from investments in the strategy is reinvested into the client’s portfolio.
Management fee – 0,5%
5 years +
USD 100 000
The strategy invests in the stocks of technology companies with high revenue growth rates. The main focus is on companies that will regularly exceed investors' expectations in terms of growth and/or profitability.
Diversification is achieved by investing in several
The description of the investment strategy provided herein forms an integral part of the Discretionary Management Terms of Business of ACM Limited version 07.07.2023 as further amended or updated by ACM Limited and the strategy described is deemed to be a “standard investment strategy” for the purposes of these Terms of Business.
Cash
Common and preferred stocks, stock rights, depositary receipts, cash
Maximum share in the portfolio:
* Stock rights are instruments issued by companies to provide current shareholders with the opportunity to preserve their fraction of corporate ownership. A single right is issued for each share of stock, and each right can typically purchase a fraction of a share so that multiple rights are required to purchase a single share.
The income received from investments in the strategy is reinvested into the client’s portfolio.
As part of the strategy, received coupon payments and dividends are reinvested.
Management fee – 1,2%
Performance fee – 12%