Discretionary Investment

Income

Investment Objective

Tailor Made Solution

Growth

Fixed Income Strategy

Multi-Asset Class Strategy

Equity Strategy

Dynamic Strategy

Avenue Fixed Income Strategy

  • Investing into global government, sovereign and/or corporate fixed income instruments, aims to achieve better than money market return.
  • The managers will analyse and monitor the issuers’ overall financial standing and credit consideration to balance asset allocation.
  • The portfolio will consist of good quality global government and corporate credit for growth opportunities.
Avenue Standard Fixed Income Strategy Fact Sheet

Avenue Multi-Asset Class Strategy

  • Investing in multi-asset class to position for global investment opportunities.
  • Fixed Income portion of the Portfolio will work as a hedge for stock market volatility.
  • Aims to take a progressive approach to enhance higher return with moderate risk.
Avenue Multi-Asset Class Strategy Fact Sheet

Avenue Equity Strategy

  • Investing in global equity markets to optimize investment return. Focus on diversification and risk factor.
  • Maintains High flexibility in Cash position.
  • Holistic approach on equity selection consists of short term, medium term and longterm growth.
Avenue Equity Strategy Fact Sheet

Dynamic Strategy

  • Customized Portfolio solution.
  • Our investment specialists will assist, construct and addressed the clients investment need.
  • Dynamic Asset allocations among various/different classes to achieve target return.

Key Strategy

Investment Allocation

  Avenue Fixed Income Strategy Avenue Multi-Asset Class Strategy Avenue Equity Strategy Dynamic Strategy
Money Market 0% – 40% 0% – 80% 0% – 50% 0% – 100%
Bonds 60% – 100% 20% – 80% 0% 0% – 100%
Equities 0% 0% – 50% 50% – 100% 0% – 100%
Alternative Investments 0% – 20% 0% – 20% 0% – 20% 0% – 100%

Target Returns

 Avenue Standard Fixed Income StrategyAvenue Multi-Asset Class StrategyAvenue Aggressive Fixed Income StrategyAvenue Equity Strategy
Target Return4% – 6%5% – 8%5% – 8%7% – 10%
Risk ProfileLowMediumMediumRelatively High