SEVEN WEALTH MANAGEMENT
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.
Calculation made on the monthly basis simulation from January 2005 to March 2021