TEAM

The Balanced portfolio is 50% invested across Fixed Income sectors with 40% in Equity sectors and 10% in Real Assets. This ‘solution’ provides an investor a medium risk allocation for a long-term holding.

Investment Solutions

Balanced

Investment Solutions

Conservative

Balanced

Growth


Theta Enhanced Asset Management Limited is regulated by the Jersey Financial Services Commission; Clarmond Wealth Limited is authorised and regulated in the UK by the Financial Conduct Authority. Team-Clarmond is the trading name of the Joint Venture between Theta Enhanced Asset Management Limited and Clarmond Wealth Limited.                                                                                                                                     

Past performance figures are available on request

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Fixed Income  

Equity

Real Assets