TEAM

The Conservative portfolio is 90% invested across Fixed Income sectors with 5% in Equity and 5% in Real Assets. This ‘solution’ provides an investor a steady return and a relatively high running yield.

Investment Solutions

Conservative

Investment Solutions

Conservative

Balanced

Growth


Fixed Income  

Equity

Real Assets

Past performance figures are available on request

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.                                                                                                                                     

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