Business
Core Value of Asset…
To Create the Future Significantly
Our Business
Motto Global Stock and Bond Fund
Product Overview
| Fund Name | Motto Global Balanced Fund |
|---|---|
| Investment Objection | Achieve long-term capital growth |
| Investment Scope | Securities of listed companies in Hong Kong and U.S. |
| Quoted Currency | Hong Kong Dollars (HKD) |
| Management Fee | 2% per annum |
Motto Global Real Estate Investment Fund
Product Overview
| Fund Name | Motto Global Real Estate Investment Fund |
|---|---|
| Investment Objection | Achieve mid to long term capital growth |
| Investment Scope | Real Estate Investment in HK, Japan and Australia |
| Quoted Currency | Hong Kong Dollars (HKD) |
| Management Fee | 2% per annum |
Discretionary Investment Management
Investment Overview
Based on changes in market conditions and investors' differing risk preferences, we offer the following different discretionary investment management plans based on market-specific cycle decisions.
| Plan | Risk | Reason for Preference | Target Return Level |
|---|---|---|---|
| All Bonds | Low | Expect the U.S. Bond market to bottom out | Stability ( >3-4% ) |
| Stock/Bond Blend | Middle | U.S. bond market / Hong Kong stocks have bottomed out. Expect U.S. stocks to bottom out after 2023 | Middle Level |
| All Stocks | High | Hong Kong and U.S. stocks expected to bottom out after 2023 | Higher Level |
Historical Performance
Overall Portfolio Performance of Hong Kong Stocks
| Quantification Strategy Type | Other Strategy | Risk Level | Gearing | Account Limit | Market | 2016-18 CAGR vs Benchmark |
|---|---|---|---|---|---|---|
| Spot Strategy | Sector Rotation | Low | None | Position can not be reduced | Hong Kong Stock | 10% vs 6% |
Applications of Quantization Systems
| Quantification Strategy Type | Other Strategy | Risk Level | Gearing | Account Limit | Market | 2016-18 CAGR vs Benchmark |
|---|---|---|---|---|---|---|
| Spot Strategy | NA | Low | None | NA | US Stock | 17% vs 10% |