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Asset Allocation Funds

 

Asset Allocation Funds provide a simple way for clients to invest in diversified portfolios, according to their needs and investment profile. They are a simple and cost-efficient way for non professionals to gain exposure in the global financial markets. Ancoria offers clients the ability to maintain a global portfolio invested in all asset classes, including equities, bonds, alternative investments and money market instruments as well as currencies, in the most diverse industries, countries and regions.
Ancoria is committed to helping clients grow and protect their wealth over the long term based on their risk profile, through a variety of dynamically diversified portfolios.

 

VALUATION
DATE
CURRENCYUNIT
PRICE
1 DAY
(%)
1 W
(%)
1 MON
(%)
YTD
(%)
2016
(%)
Savings Fund22/09/2017SEK157.230.230.071.552.125.46
Model Portfolio Balanced22/09/2017SEK144.870.320.162.527.225.79
Model Portfolio Aggressive22/09/2017SEK147.790.360.192.858.216.48
Ancoria/Carnegie Strategy22/09/2017SEK154.220.440.751.545.0811.39
Ancoria Conservative Fund EUR22/09/2017EUR97.93-0.09-0.090.030.710.06
Ancoria Balanced Fund EUR22/09/2017EUR96.850.00-0.070.521.310.17
Ancoria Growth Fund EUR22/09/2017EUR99.17-0.01-0.490.692.811.80


ABOUT US
Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
CONTACT US
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia
Cyprus

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SOCIAL RESPONSIBILITY
At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.