SEVEN WEALTH MANAGEMENT
Protection of capital and improvement in purchasing power with an annualised target return of inflation +1%. The portfolio is primarily invested through the Seven Force 2 fund, Force 5 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