This offshore portfolio is an individual share portfolio held in the clients’ name at Swissquote (Switzerland’s largest online stockbroker). Centaur has a full discretionary mandate to invest in a global portfolio of shares on behalf of the client. The minimum investment requirement is $500,000.
This portfolio is designed for an individual who seeks high dollar returns. Centaur’s net return objective is 10% p.a. over rolling 5 year periods.
Benchmark: 80% MSCI World Index (incl. dividends); 20% JP Morgan Global Government Bond Index.
Ideal for the offshore investor with a long-term time horizon who seeks strong growth and has a high risk tolerance.
Fees (ex-VAT): A management fee of 1.25% per annum plus a performance fee of 20% above benchmark with a high watermark. The performance fee is calculated after deducting the management fee but prior to the deduction of performance fees.
Welcome to Centaur Asset Management.
Centaur Asset Management is an authorised financial services provider (FSP No: 647).
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