
Option to click on English Language or Swiss Language ( Schweizerische ) and then we'll offer both language versions
Bewildered by the choice? MBMG's highly specialized
support analysts utilize the most detailed research
capabilities to evaluate all new and enhanced
offerings available to sort the wheat from the
chaff. This is a full time role beyond the resources
of most private investors. However should you
require any more specific information
about any of the offers or any other aspect
of saving or investment, please
don't hesitate to contact us.Alternatively unless you wish to take on
the arduous task of making portfolio decisions
yourself, then no-one is better qualified to
manage your portfolio for you than the man rated
number one global dynamic portfolio manager
according to S&P for the last 6 years, the
legendary Scott Campbell of Optimal Fund Management.
One plus side of markets having taken a battering over the last 2 1/2
years is that product providers have had to sharpen their wits as the
buying public have inevitably become more discerning. This has led to a
raft of new products and special deals. They've also had to tighten their
margins as the capital inflows into the market have dried up somewhat,
meaning that there is increased competition among the investment
institutions to attract your money. Detailed
below are some of the special offers which we think offer the most
attractive
opportunities in 2004.
Man
RMF Multi-Style
This is the latest product from
Man Investments. There is a 100% capital guarantee provided by The
Bank of America and the
targeted growth is 12% per annum. Minimum
investment is a lump sum of CHF 20,000. This investment should
yield consistent returns in all market conditions and doesn't require any
increase in the levels of global stock, bond or property markets to ensure
acceptable levels of return.
Zurich
International -Supra, Vista & Futura
For those saving
more than USD2,000 per month, into their savings, school fees and
pension plans, Zurich is offering a bonus of 2.5% of the
annualised contribution multiplied by the number of years in the term of
the contract. For those who pay in USD1,250 per month the offer is 1.5%
For investments below that, a special enhancement of 1% is currently
available. For those clients who require additional protection benefits,
then enhanced terms are also available on Futura.
Friends Provident
International – Reserve
For as little as US$ 37,500 or the equivalent in
other currencies, lump sum investors can now set up a fully personalized
bond, gaining access to virtually all readily tradable investment assets
from individual stocks to investment funds such as Warren Buffet's
acknowledged Berkshire Hathaway Company within the portfolio construction
expertise of the world's leading portfolio manager Scott Campbell. By taking
advantage of Friends Provident's status as a major institution, private
investors can, with relatively small amounts, operate in the same way and
under the same terms and costs as the biggest multi-billion Dollar
organizations.
GAIM
Low Volatility Capital Guaranteed Funds
Niche fund manager GAIM regularly issues capital guaranteed notes linked
to its various diversified low volatility strategies. This allows solid
returns in Sterling, Swiss Franc, Euro and US$ to be generated whilst
enjoying the comfort of a capital guarantee.
Generali
International - Vision
For investments in excess
of $1250 per month, there is no load.
This is an extremely attractive deal for regular
savers, especially as Generali provide access
to the PSG
Global Dynamic Fund - the
award winning, best-performing global fund of
funds, managed by the number one dynamic, global
asset allocation guru, Scott Campbell.
(see opposite)
Friends
Provident International – Premier
Minimum
contribution is
only USD150 per month.
Allocation rates of 110% when
payments are higher than USD1,000 per month..
Life Assurance
cover available
Premium Protection Cover if you are unable to continue paying into the
policy.
Swiss
Personal Retirement Plans
Increasingly the annual costs of the contribution to
AHV/IV are becoming expensive for Swiss nationals living abroad. If you
have been contributing at a high rate for a long period of time, your best
option may be to continue with the Government scheme. However if you are
in your 40s or younger or haven't made significant contributions in the
past it may be in your interest to consider a more tax-efficient,
cost-effective personalized scheme tailored to suit your own needs.
WestPac/NAB Ord Minnett
The latest issue of the extremely popular (no wonder in view of its
history of stable consistent returns of 18-20% per year) OM Strategic
(formerly Ord Minnett)
series of funds (issued 3-4 times each year) is now open for a 6-8 week
subscription period. The minimum investment is
only AUD 5,000 and this is ideal for investors of all base currencies who
require an investment that offers good returns, easy access and aren't
sure for how long they wish to invest. Capital guarantees for these funds
are provided alternately by Westpac and NAB.
Scott Campbell
and MBMG InternationalOver the last 10 years
while MBMG International has been establishing its reputation as
Asia's pre-eminent investment advisors, Scott Campbell was
establishing his own reputation firstly at AMP and then as the MD of
Appleton International, and following the highly lucrative sale of
Appleton to PSG, Scott set up his own company, Optimal FM. Awarded 5
stars by S&P, Scott has the best record for global, dynamically
managed portfolio construction over the last 6 years, and the
consistency and capital security of his portfolios has also been
acknowledged by Lipper Leaders in this time. While Scott normally
deals only with institutions and not individual clients, MBMG have
arranged a unique service whereby investors in Asia have their
portfolios designed bespoke to their personal goals and needs using
Scott's expertise to manage the core holdings on a hands on basis
and to advise on complementary, highly personalized satellite
holdings. Would you want to have Warren Buffet on call 24 hours a
day ? Well maybe you would - but having the world's number one
portfolio allocation expert actually managing your money according
to your personal remit is even better.
"MAN INVESTMENTS" - A truly global presence, showing that an award winning investment company never sits on it's laurels. Leading from the front in performance, I.T. and fund management expertise. What's even better is , they won't bamboozle you with jargon...
Past performance is
no indication of the future.
Investments can down in value as well as up.
The information contained in this website should not be taken
as a specific recommendation to undertake any course of action and
neither MBMG International nor its officers can accept any
responsibility for the consequences of any action taken or not taken
as a result of visiting this website.
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