Cherubond Equities Fund
A strict, top-down approach is applied with a focus on macroeconomic analysis. Strategic allocations are made in various geographic, sector, style, and market capitalisations to exploit long-term trends and minimise risk. This fund is suitable for investors who have a higher tolerance for risk and a long-time horizon.
Cherubond Balanced Fund
This fund combines equities with fixed income securities and money market instruments with the objective of providing growth, while smoothing out equity market volatility through strategic and tactical asset class shifts. It is suitable for conservative to moderate investors who seek medium to long-term real capital appreciation while minimising risk.
Cherubond Short Duration Income Fund
This fund is a convenient and efficient vehicle for investing in high-quality money market and short duration income-producing instruments which offer liquidity, low risk and attractive returns consistent with prudent investment management.
This fund is suitable for those with a very low risk tolerance or a short time horizon.
Funds Allocation
Match your risk profile to the resulting funds and asset allocation to see how your funds will be invested.
Don’t know your risk profile? Click here to find out: RISK ANALYSIS
Risk
Goal
Very Low
Security of principle
Low
Income and security
Conservative
Equal weight portfolio
Moderate
Balanced, more growth
Growth
Steady long-term growth
CB Funds Allocation
Equity
Balanced
Short Duration Income
100%
59%
41%
12%
63%
25%
27%
63%
10%
100%
Asset Allocation
Equity
Bonds
100%
35%
65%
50%
50%
65%
35%
100%
Risk
Goal
Very Low
Security of principle
Low
Income and security
Conservative
Equal weight portfolio
Moderate
Balanced, more growth
Growth
Steady long-term growth
BGP Funds Allocation
Equity
Balanced
Short Duration Income
100%
59%
41%
12%
63%
25%
27%
63%
10%
100%
Assets Allocation
Equity
Bonds
100%
35%
65%
50%
50%
65%
35%
100%
Disclaimers
Cherubond Limited is the Sub-Manager for Cherubond Global Portfolios. Cherubond Investors (UK) Ltd. has delegated the larger portion of the discretionary management for Cherubond Global Portfolios to Cherubond Limited.
Next Steps
- Fill out the Risk Profile
- We will schedule a meeting or a chat to provide guidance on which investment solution is right for you
- Scan in a copy of your utility bill (showing your address) and passport.
- Compliance will help you do the rest!
