Fund-Based Portfolios

Here is a simple "cheat-sheet" on Caravel Partners Zambia's international markets, fund-based portfolio service:

• Time horizon - think 5-7 years minimum for this investment approach.
• Money can be withdrawn free of any penalty.
• Portfolio can be designed from extremely cautious to highly adventurous: but ALL are risk controlled and actively managed.
• Are highly diversified.
• Access to international equity, bond and other asset classes.
• Start from $10,000, with the six formal Caravel Diamond Strategies starting from $100,000.
• Most famous fund management groups available: Blackrock, Vanguard, iShares, First State, Invesco, etc.
• Uses include capital growth / passing on money to the next generation / providing a USD retirement income.
• Form the basis for the Aurora Africa Plan, an offshore USD "NAPSA", a Guernsey-based retirement contract.

Contact [email protected] / +260 764 097027 for more information.