EFG-HERMES ASSET MANAGEMENT OFFERS A WIDE VARIETY OF SEGREGATED PORTFOLIOS FOR INSTITUTIONAL AND HIGH NET WORTH INVESTORS FROM ACROSS THE REGION AND ABROAD
EFG-Hermes Asset Management offers investment management services for customized segregated accounts investing in the Middle East and North Africa.
Our portfolio management services cater to the needs of each respective investor’s risk profile and investment objective. Portfolio offerings include equity, capital guaranteed, Sharia-compliant, balanced, indexed and fixed income strategies.
Investors receive the highest level of client-servicing and are regularly updated with market developments, risk reporting and portfolio performance. Investors receive monthly and quarterly updates, bi-annual client visits and regular contact with the EFG-Hermes Asset Management team.
Equity Portfolio
Investment Strategy
Long-term capital appreciation through a fundamental, absolute-return driven strategy by investing in the capital markets of the Middle East and North Africa. The Investment Manager seeks dynamic asset allocation to produce risk - adjusted returns through investing in public equities.
Sharia-Compliant Portfolio
Investment Strategy
Long-term capital appreciation through investing in Sharia-compliant equity and fixed income related securities in the capital markets of the Middle East and North Africa. The Investment Manager will seek dynamic asset allocation according to Islamic investment principles.
Balanced Portfolio
Investment Strategy
Long-term capital growth with an emphasis on capital preservation through investing in listed equity and fixed income securities in the capital markets of the Middle East and North Africa. The Investment Manager will typically seek an allocation of 40-60% of the portfolio to equity holdings with the balance invested in fixed income and money market instruments.
Capital Guaranteed Portfolio
Investment Strategy
Emphasizing capital preservation and principal protection, while achieving a return on investment that exceeds the returns on bank deposits over a 4-year horizon. The portfolio invests in fixed deposits, bonds and other instruments in the Middle East and North Africa This strategy targets pre-defined returns related to the index when markets are performing positively and guarantees initial capital invested in poor markets.
Fixed Income Portfolio
Investment Strategy
Long-term capital appreciation by investing in corporate and government fixed income securities in the Middle East and North Africa. The Investment Manager will seek dynamic allocation to fixed income instruments for capital appreciation on a risk-adjusted basis.
Indexed Portfolio
Investment Strategy
Outperformance of regional and country-specific indices through investing in diversified equities in the capital markets of the Middle East and North Africa. The portfolio will be invested in equities listed in regional indices and will be rebalanced on a quarterly basis to minimize potential tracking errors.