Aria G7D Flexible Deposit
Aria G7D Flexible Deposit is a unique capital guaranteed deposit with returns based on the performance of the underlying G7D portfolio. A capital guaranteed, global, multi-asset product that employs the state of the art in investment thinking in order to deliver a value added product. Aria G7D was born out of the Four Pillars of Investment Wisdom, PIL's trademark investment process for building diversified portfolios. The key concepts are:
- Asset Allocation is the principal driver of return and risk in a diversified portfolio and the importance of rebalancing back to benchmark asset classes
- Importance of Index Investing - providing the widest exposure and return for the lowest possible cost
- Modern Portfolio Theory and the benefits of non-correlated asset classes
- Alternative asset classes and their unique properties, in particular risk reduction
For more information on these ideas which are fundamental to the building of a diversified portfolio, the Knowledge section includes further third-party research on these key points.
Aria G7D Flexible Deposit will have the following characteristics:
- Capital guarantee
- No fund manager costs; designed and developed in conjunction with one of the world's largest investment banks
- Investments in seven major global asset classes
- Low correlation between the asset classes creates a low risk portfolio
- Alternative asset classes such as Hedge Funds and Commodities included
- All asset classes accessed through low cost index investments
- Disciplined, automatic annual rebalancing
- Daily NAVs and liquidity
G7D Fact Sheet |
At A Glance |
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Minimum Investment |
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25,000 |
Asset Classes |
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Asian EquitiesEmerging Market BondsHedge FundsGlobal EquitiesGlobal Bonds
Global PropertyCommodities |
Capital Guarantee |
Full and unconditional guarantee of (AA- S&P) |
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Risk Rating |
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Low |
Term |
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10 year. |
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Suitable for |
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Stable risk-adjusted Returns - Global Diversification - Low Risk - Capital Guaranteed |
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SIPP,
SSAS, ISA/PEP