Global investment solutions for other countries
Personal Portfolio
The Personal Portfolio is ideal if you want to invest for the medium- to long-term and you are looking for maximum flexibility and liquidity in your offshore investment.
Minimum investment
USD25 000 or currency equivalent.
Investment period
Medium- to long-term, however, clients can access their money in their investment at any point.
Features
Wide range of investment choices –
more than 1 100 international funds to choose from.
Access to multi-currency funds within 1 contract.
Consolidated valuation reporting via our secure website or through the appointed financial adviser.
Clients have full access to their investments without penalties or restrictions.
Single or multiple ownership.
International Portfolio Bond
The International Portfolio Bond is ideal if you require a diversified offshore investment portfolio in an insurance contract.
Minimum investment
USD25 000 or currency equivalent
Investment period
Medium- to long-term, however, clients can access the money in their investment at any point, and it may be subject to early encashment charges.
Features
Wide range of investment choices – more than 1 100 international funds to choose from.
Access to multi-currency funds within 1 contract.
Consolidated valuation reporting via our secure website or through the appointed financial adviser.
Multiple policy option - the contract provides the option of either a single underlying policy or 100 underlying policies at the start of the contract. The single policy option will only ever have one policy, even if additions or redemptions are made. The number of policies under the 100 policy option changes when additions or redemptions are made, and whole policies are subsequently added or redeemed.
Regular Savings Plan
The Personal Portfolio Regular Savings plan is ideal for clients who want to invest regular amounts without any penalty when they stop the regular investment amount.
Minimum investment
USD1 000 or currency equivalent every month (and a minimum of USD500 or currency equivalent per Fund per month).
USD10 000 or currency equivalent optional lump sum amount.
Investment period
Medium- to long-term, however, clients can access the money in their investment at any point.
Features
Wide range of investment choices – more than 1 100 international funds to choose from.
Access to multi-currency funds within 1 contract.
Consolidated valuation reporting via our secure website or through the appointed financial adviser.
Investment choice and flexibility
Choose from more than 1 100 underlying funds suited to varying client risk profiles, and get access to global equity, bond, property, cash, multi-asset-class, specialist, alternative, and index tracker investment options.
Model portfolios
The Momentum Wealth International platform can support model portfolios (also known as managed portfolios) with multi- or single-currency underlying investment components. A contract can also have multiple model portfolios from different discretionary investment managers.