Core Portfolio Management Services

TRUST - RELIABILITY - PERFORMANCE


The portfolio management across all our nine services (six being growth oriented and three being income oriented) are based on an ‘absolute return’ strategy with management based on risk, volatility and absolute performance in line with the preferred risk rating. Structural risk is reduced through the use of highly regulated European based structures – typically UCITS compliant collective investment schemes managed by the most reputable global asset managers. Market risk is reduced through a rigorous and strict risk management system analysed and managed by the Integra Private Wealth team. We believe a structured and disciplined investment process is central to our endeavour to deliver good returns. Our Investment Committee meets regularly to review and select individual funds within each of the various investment markets. No use of derivatives or direct short selling takes place on the portfolios and forex exposure is generally based on hedge techniques rather than speculative purposes. The targets on absolute returns for the growth portfolios (set on a rolling time horizon of 5 years) are set at a range of +3% to +5% annualised returns for cautious portfolios and a range of +4% to +7% annualised for moderate portfolios. The target distribution yields of the cautious income portfolios are set at +3.5% p.a. over the 10-year German Bund for the Euro Income Portfolios, +3.0% p.a. over the yield of the 10-year Gilt Bonds for Sterling Income Portfolios and 2.0% over the yield of the 10-year US Treasury for US Dollar Income Portfolios. These returns are not guaranteed and portfolios may produce a lower return or register losses. The updated information and fact sheets highlighting past performance figures can be found in the links below. The analytical team at Integra Private Wealth produces a number of documents to provide regular updated information to clients on the performance of each model including a weekly report. Other in-house and third-party communications and analytical reports are provided to clients via the Members Access area.


Integra Private Wealth offers 9 Core Portfolio Management Services



EURO - Cautious Growth
July 2018


STERLING - Cautious Growth
July 2018


USD - Cautious Growth
July 2018


EURO - Moderate Growth
July 2018


STERLING - Moderate Growth
July 2018


USD - Moderate Growth
July 2018


EURO - Cautious Income
July 2018


STERLING - Cautious Income
July 2018


USD - Cautious Income
July 2018