Products
ACM Limited investment team provide clients with a wide range of solutions that offer a low correlation with core financial markets
Asset Allocation — a portfolio approach diversified across the broad range of the asset classes.
Thematic Strategies — provide exposure to the single asset classes and investment themes.
Tailored Strategies — customized discretionary portfolios designed for individual client needs, more information on request.

To learn more about the Company and it’s products, download the presentation below:
Asset Allocation
Balanced
Long–term capital growth with annualised target volatility of 9–11%
Optimum Investment Holding Period

3 years +

Minimum investment amount

USD 100 000

Investment description

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.

Assets that can be transferred to the strategy

Cash

Instruments

Common and preferred stocks, ETFs, depositary receipts, cash, mutual funds, fixed income instruments

Portfolio structure as a % of the portfolio (minimum – maximum)

Maximum share in the portfolio:

  • Equity funds: 0–50%
  • Bond funds: 0–90%
  • Commodity funds: 0–30%
  • Single stocks: 0–25%
  • Single bonds: 0–30%
  • Cash, cash equivalents and money market funds: up to 100%

Income reinvestment

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.

Fees

Management fee – 1%

Performance fee – 10%

Thematic Strategies
Global Equity
To exceed the total return on the MSCI All Country World Index
Optimum Investment Holding Period

5 years +

Minimum investment amount

USD 100 000

Investment description

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 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.

Assets that can be transferred to the strategy

Cash

Instruments

Common and preferred stocks, ETFs, depositary receipts, cash, mutual funds, fixed income instruments

Portfolio structure as a % of the portfolio (minimum – maximum)

Maximum share in the portfolio:

  • Stocks and depositary receipts: 0 — 100%
  • Single Stocks 0 — 20%
  • ETFs: 0 — 100%
  • Cash and cash equivalents and money market funds: up to 100%

Income reinvestment

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.

Fees

Management fee – 1,2%

Performance fee – 12%

Technology Growth Strategy
Earning above the NASDAQ-100 Technology Index over a horizon of three years or more
Optimum Investment Holding Period

5 years +

Minimum investment amount

USD 100 000

Investment description

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 long-term technology trends.

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.

Assets that can be transferred to the strategy

Cash

Instruments

Common and preferred stocks, ETFs, depositary receipts, cash

Portfolio structure as a % of the portfolio (minimum – maximum)

Maximum share in the portfolio:

  • Single stocks: 0–15%
  • Equities: up to 100%
  • ETFs: up to 100%
  • Cash, cash equivalents and money market funds: up to 100%

Income reinvestment

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.

Fees

Management fee – 1,2%

Performance fee – 12%