Selected and GBP Portfolios | Select Wealth Management

Selected and GBP Portfolios are constructed by JMIS Limited, the investment consultant to Select, to fit particular investor needs.

For full details, click on the Selected and GBP Portfolios listed below:

Portfolio	Suitable for investors seeking…	Minimum investment	Fact Sheets
Selected Conservative Portfolio	a diversified investment to grow their investment capital over the medium term (more than five years) with minimum volatility	Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment	Selected Conservative Portfolio Fact Sheet
Selected Conservative Balanced Income Portfolio	to generate income and have the option of growing their investment over the medium term (more than five years) with moderate volatility	Initial investment: $20,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with minimum $20,000 investment	Selected Conservative Balanced Income Portfolio Fact Sheet
Selected Balanced Portfolio	a diversified investment to grow their capital over the medium and long term (more than five years) with a tolerance for some volatility	Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment	Selected Balanced Portfolio Fact Sheet
Selected Growth Portfolio	a diversified investment to grow their capital over the medium and long term (more than five years) while accepting moderate volatility	Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment	Selected Growth Portfolio Fact Sheet
Selected High Growth Portfolio	a diversified investment to grow their capital over the long term (more than 10 years) while accepting moderate to high volatility	Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment	Selected High Growth Portfolio Fact Sheet
GBP Diversified Portfolio	to hold their portfolio in Great British Pounds and diversified investment to grow their capital over the medium and long term (more than five years) with a tolerance for some volatility	Initial investment: $20,000 Additional investment: $2,000 Regular investment: Not available	GBP Diversified Portfolio Fact Shee t
GBP Balanced Growth Portfolio	to hold their portfolio in Great British Pounds and diversified investment to grow their capital over the medium and long term (more than five years) while accepting volatility	Initial investment: $20,000 Additional investment: $2,000 Regular investment: Not available	GBP Balanced Growth Portfolio Fact Sheet

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Disclaimer: JMIS Limited is the investment consultant to the Select Wealth Management service. This website is for information purposes only. It does not take into account your investment needs or personal circumstances and so is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to your Authorised Financial Adviser. The price, value and income derived from investments may fluctuate because values can go down as well as up and investors may get back less than originally invested. Past performance is not indicative of future results and no representation or warranty, express or implied, is made regarding future performance. Reference to taxation or the impact of taxation does not constitute tax advice. The levels and bases of taxation may change. Where an investment is denominated in a foreign currency, changes in rates of exchange may have adverse effect on the value, price or income of the investment. While every effort has been made to ensure accuracy Select Wealth Management Limited, JMIS Limited, nor any person involved in this website, accept any liability for any errors or omission.