英国首次推出受资本保护的投资组合,回报率高达40%、100%的资本担保和零持续费用。
UK launches first capital-protected investment portfolio with up to 40% return, 100% capital guarantee, and zero ongoing fees.
8AM Global推出了AQ Protection(AQP),这是联合王国第一个受资本保护的金融顾问模型组合,在到期时提供100%的资本保护,为期五年,潜在回报率高达40%。
8AM Global has launched AQ Protected (AQP), the UK’s first capital-protected model portfolio for financial advisers, offering 100% capital protection at maturity with a five-year term and potential returns of up to 40%.
该基金由高盛支持,并与AQ Global 60组合挂钩,保持60%的股票敞口,并每日进行波动率控制,目标是10%的波动率。
Backed by Goldman Sachs and linked to the AQ Global 60 portfolio, it maintains 60% equity exposure with daily volatility controls to target 10% volatility.
它为退休前和退休前管理撤离风险的退休人员设计,使顾问能够搭建一个可再生、受保护的撤离梯子。
Designed for pre-retirees and retirees managing withdrawal risks, it enables advisers to build a renewable, protected withdrawal ladder.
该产品有0%的持续收费,所有成本都预先嵌入,以负面保护对增长需求作出回应。
The product has a 0% ongoing charge, with all costs embedded upfront, responding to demand for growth with downside protection.