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Managed Portfolio

This is a discretional portfolio management service in which you invest in a pool of model portfolios, designed to meet your investment objectives and risk profile;

Features and benefits

  • Managed at the discretion of the portfolio manager to optimize portfolio performance
  • Dynamic asset allocation
  • Relieves clients from the daily running of their portfolios
  • Professionally managed
  • Constant monitoring of portfolio
  • Online access and periodic reporting