Resources | Core Portfolios Management Service

Strategy Documents & Factsheets

At Integra Private Wealth, we prioritise strict operational transparency, providing clients with comprehensive, up‑to‑date resources on our core portfolios. Here, you will find corporate literature, detailed strategy information sheets, the latest monthly factsheets—outlining structural risk, historical cumulative performance, asset allocations, underlying fund returns and statistical metrics—and our Monthly Investment Report.

Information Sheets offer high‑level overviews of each strategy’s objectives and methodology, while Monthly Factsheets deliver the latest performance data for our ten core strategies. Our Monthly Investment Report, updated by the asset management team, provides concise commentary on global markets, key macroeconomic developments and their impact on portfolio positioning.

PLEASE NOTE: The ‘Info Sheet’, ‘Latest Factsheet’ and ‘Monthly Report’ text links below are clickable; selecting them will automatically download the corresponding PDF document directly to your device’s downloads folder. All documents comply with Malta Financial Services Authority (MFSA) obligations and are available as clickable PDF downloads.

CORE PORTFOLIOS MONTHLY REPORT
prepared by the Integra Asset Management Division

CAUTIOUS GROWTH STRATEGIES
Targeting +3% to +5% annualised returns - MORE INFO

MODERATE GROWTH STRATEGIES
Targeting +4% to +7% annualised returns - MORE INFO

AGGRESSIVE GROWTH STRATEGIES
Targeting +8% to +12% annualised returns - MORE INFO

CAUTIOUS INCOME STRATEGIES
Targeting consistent distribution yields - MORE INFO

Require Further Information?
 If you require historical performance data, specific account opening forms, or further clarification regarding our wealth management solutions, please do not hesitate to reach out to our team.