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A bespoke investment solution
The Sovereign Portfolio invests in an individually tailored policy portfolio (an internal dedicated fund) made up of collective investments such as Unit Trusts and OEICS. It is managed by selected leading investment professionals and enjoys optimum diversification under the strict control of the Luxembourg "Commissariat aux Assurances".
Why the Sovereign Portfolio
- you can appoint an Investment Adviser or select a Discretionary Fund Manager of your choice, subject to Private Estate Life acceptance
- you can select an investment strategy tailored to your profile, taking account of your preferences and goals
- your policy may contain a wide range of underlying funds
- you can modify your investment strategy at any time
- you receive clear, personalised reporting at regular intervals.
Key benefits of the Sovereign Portfolio
- Choice - of both investment solutions and Discretionary Fund Manager / Investment Adviser
- Access and Control - of your assets, as and when you desire
- Financial security: Luxembourg’s proven secure environment
- Tax efficiency - your capital can grow in a tax efficient environment
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| Key features | |
| Legal form | - Capital redemption bond |
| Policy term | - 99 years |
| Currency | - £, US$, € and Sfr |
| Minimum premium | - Initial: €250,000 (or currency equivalent)
- Additional: €10,000 (or currency equivalent) |
| Types of investment |
- Investments allowed in collective investments (such as Unit Trusts and OEICS) |
| Withdrawals and surrenders | - Possible at any time |
| Management of the portfolio | - A professional Investment Adviser
- A Discretionary Fund Manager |
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