Selected Portfolios are constructed by JMI, the investment consultant to Select, to fit particular investor needs.
For full details, click on the Selected Portfolios listed below:
Portfolio | Suitable for investors seeking… | Minimum investment | Fact Sheets |
---|---|---|---|
Selected Conservative Portfolio | a diversified investment to grow their capital over the medium term (more than five years) with low to medium volatility | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a 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 medium volatility | Initial investment: $20,000 Additional investment: $2,000 Regular investment: $500 p.m. |
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), while accepting medium volatility | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a 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 high volatility | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a 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 ten years), while accepting high volatility | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected High Growth Portfolio Fact Sheet |
Selected GBP Balanced Growth Portfolio | to hold their portfolio in Great British Pounds (GBP) and a diversified investment in which to grow their capital over the medium and long term (more than five years), while accepting medium to high volatility | Initial investment: $20,000 Additional investment: $2,000 Regular investment: Not available |
Selected GBP Balanced Growth Portfolio Fact Sheet |