Model Portfolio - Low Risk

Model Portfolio Low Risk offers a ready package of funds for the investor who likes to have a globally diversified portfolio with interest bearing securities and stock funds.

Objectives
The fund is normally invested with 35 percent in Ancoria Insurance funds and 65 percent in interest instruments. The fund could also invest in non-Ancoria stock funds. The fund suits the investor who is cautious but in the long run wants to have the possibility to a higher yield than just interest. The portfolio administrator in Ancoria Insurance manages the evaluation process and re-balancing and makes changes with help of a statistical/technical model as well as performing the final review based on fundamental analysis. Normally the re-balancing is done every three months but could sometimes be done more often.