Our five portfolio types

Our five portfolio types are depicted by symbols that reflect the characteristics of the strategy.

1. Earth – solid ground underfoot
2. Water – safe on a gentle swell
3. Air – higher objectives
4. Energy – dynamic force
5. Fire – ambitious plans

Portfolio Type

	Earth Interest income	Water Income	Air Balanced	Energy Growth	Fire Capital gain

Liquidity	5.00%	5.00%	5.00%	5.00%	5.00%
Bonds	90.00%	67.00%	47.00%	27.00%
Switzerland Europe North America Asia/Pacific	60.00% 21.00% 6.00% 3.00%	61.50% 3.50% 1.00% 1.00%	35.00% 8.25% 2.00% 1.75%	9.50% 12.00% 3.50% 2.00%
Shares		20.00%	40.00%	60.00%	87.00%
Switzerland Europe North America Asia Pacific Emerging Markets		5.75% 5.75% 5.00% 2.00% 1.50%	11.50% 11.50% 10.00% 4.00% 3.00%	17.25% 17.25% 15.00% 6.00% 4.50%	25.00% 25.00% 23.00% 9.00% 5.00%
Alternative investments	5.00%	8.00%	8.00%	8.00%	8.00%

We look forward to hearing from you and will be happy to make time for a personal consultation with you.