SEVEN WEALTH MANAGEMENT

Seven Capital’s Range of Funds

SEVEN WEALTH MANAGEMENT
PRUDENT PORTFOLIO

The investment objective of this prudent portfolio is to ensure the capital is protected and available, as well as the retention of purchasing power. The portfolio is primarily invested through the Seven Force 2 fund and external government bond funds, as well as in global equities but to a smaller extent. Exposure to gold helps diversify the portfolio and protect it from crises.

RISK ANALYSIS

Calculation made on the monthly basis simulation from January 2005 to March 2021

SIMULATION FROM JANUARY 2005 TO MARCH 2021

PRUDENT PORTFOLIO SIMULATED DATA:

Calculation made on the monthly basis simulation from January 2005 to March 2021 Source : Seven Capital Management

SEVEN SOLUTIONS

PRUDENT PORTFOLIO

Objective: protection and availability of capital, and retention of purchasing power with an annualised target return equal to inflation. Risk: downside of around 4%.

DEFENSIVE PORTFOLIO

Objective: Protection of capital and improvement in purchasing power with an annualised target return of inflation +1%. Risk: downside of around 6%.

BALANCED PORTFOLIO

Objective: capital protection and medium-term growth with an annualised target return of +6%.; Risk: downside of around 10 %

DYNAMIC PORTFOLIO

This works in broadly the same way as life insurance, but has three key differences.

OFFENSIVE PORTFOLIO

As its name suggests, a Securities Account is an account in which you have the possibility of holding securities.

SEVEN WEALTH MANAGEMENT

Seven Capital’s Range of Funds