At Optiva Capital Partners, we provide a range of investment options across various asset classes to help you achieve your financial goals. Understanding these asset classes and their characteristics is essential for making informed investment decisions. Here is an overview of the primary asset classes we offer and the types of investors they are best suited for:
These investment options are designed for investors seeking stable returns with minimal risk to the principal amount. Fixed-income products, including Eurobonds, government bonds, and money market instruments, provide steady income streams with a low risk of capital loss. These are ideal for conservative investors who prioritize capital preservation over potential capital gains. Our wealth managers work with you to select fixed-income products that align with your risk tolerance and income needs.
These are well-suited for long-term investors who are willing to accept short-term volatility for the potential of higher returns. Investing in fundamentally strong companies across diverse sectors and geographies can offer significant capital appreciation. Our wealth management specialists guide your investment decisions by identifying high-quality equity opportunities that align with your risk profile and investment goals.
Alternative investments provide diversification benefits and can offer returns uncorrelated with traditional asset classes like stocks and bonds. These include asset classes such as hedge funds, private debt, structured products, commodities, and private equity. Alternatives are suitable for investors looking to enhance portfolio returns, hedge against market volatility, or gain exposure to unique market opportunities. Our team has the expertise to help you navigate the complexities of alternative investments and integrate them into your overall portfolio strategy.
Real estate investments can provide a combination of capital gains, rental income, and revaluation gains, making them a compelling option for investors seeking tangible assets that contribute to portfolio diversification. We offer guidance for clients interested in owning real estate in foreign jurisdictions, whether for personal use, rental income, or investment immigration purposes. Additionally, we assist in securing financing and navigating the complexities of cross-border real estate transactions.
These investment options are designed for investors seeking stable returns with minimal risk to the principal amount. Fixed-income products, including Eurobonds, government bonds, and money market instruments, provide steady income streams with a low risk of capital loss. These are ideal for conservative investors who prioritize capital preservation over potential capital gains. Our wealth managers work with you to select fixed-income products that align with your risk tolerance and income needs.
These are well-suited for long-term investors who are willing to accept short-term volatility for the potential of higher returns. Investing in fundamentally strong companies across diverse sectors and geographies can offer significant capital appreciation. Our wealth management specialists guide your investment decisions by identifying high-quality equity opportunities that align with your risk profile and investment goals.
Alternative investments provide diversification benefits and can offer returns uncorrelated with traditional asset classes like stocks and bonds. These include asset classes such as hedge funds, private debt, structured products, commodities, and private equity. Alternatives are suitable for investors looking to enhance portfolio returns, hedge against market volatility, or gain exposure to unique market opportunities. Our team has the expertise to help you navigate the complexities of alternative investments and integrate them into your overall portfolio strategy.
Real estate investments can provide a combination of capital gains, rental income, and revaluation gains, making them a compelling option for investors seeking tangible assets that contribute to portfolio diversification. We offer guidance for clients interested in owning real estate in foreign jurisdictions, whether for personal use, rental income, or investment immigration purposes. Additionally, we assist in securing financing and navigating the complexities of cross-border real estate transactions.
The Optiva Stable Growth Fund seeks to offer investors long-term balanced exposure to various asset classes, including equities, fixed-income securities, cash, and suitable complementary fund alternatives. The net equity exposure typically ranges from 20% to 40% of the net asset value. This fund is ideal for investors looking for stable growth with moderate risk.
Target Investors:
Those seeking stable growth with a moderate risk profile.
Designed to create a balanced offshore investment mix with a combination of equities, government bonds, corporate bonds, property, and cash. The equity portion ranges between 50% to 70%, depending on market conditions.
Designed to create a balanced offshore investment mix with a combination of equities, government bonds, corporate bonds, property, and cash. The equity portion ranges between 50% to 70%, depending on market conditions.
The fund seeks to offer investors long-term capital growth through active stock and fund selection within the global developed equity market. The focus is on quality companies with strong global franchises and long-term growth potential.
This product provides a fixed Return on Investment (ROI) and allows for periodic payments of ROI and the eventual return of principal at maturity. It is ideal for investors seeking a stable income stream while preserving capital and managing risks.
Partner with Optiva Capital Partners to secure your financial future with a well-structured, globally diversified investment strategy that mitigates risks and maximizes returns. Contact us today to schedule a consultation with one of our wealth management experts.
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