Access Portfolio is a unit-linked investment program that offers the opportunity for a single contribution starting from 75,000 USD/EUR (or 50,000 GBP). Additional contributions begin at 7,500 USD/EUR (5,000 GBP). The program is designed for those who already have significant capital and are looking to effectively manage their funds using a wide range of investment instruments.
Who is Access Portfolio Suitable For?
This investment account is ideally suited for clients seeking to diversify their investments and utilize a maximum number of financial tools. The program offers what is known as an “open architecture,” meaning virtually unlimited choice of assets for investment. Among the available instruments are stocks, bonds, exchange-traded index funds, mutual funds, and structured notes. Consequently, investors can flexibly manage their portfolio, adapting it to their financial goals and market conditions.
Financial Efficiency and Flexibility
One of the key features of the Access Portfolio program by Investors Trust is its flexibility. Investors can choose between different currencies—US dollars, euros, or British pounds—without additional fees for currency exchange or asset transfers. Moreover, the program offers an efficient tax structure, making it attractive for those looking to optimize their tax obligations.
The convenience of portfolio management is also a significant advantage. Investors gain quick and secure access to their assets through an online platform, allowing them to respond promptly to market changes and make informed investment decisions.
Program Options
The Access Portfolio program is available in three main options: Access Portfolio 5000, Access Portfolio 8000, and Access Portfolio Plus. Each differs in the amount of administrative fees, policy management fees, and the presence or absence of redemption fees. Thus, investors can choose the most suitable option based on their preferences and financial goals.
In conclusion, Access Portfolio by Investors Trust is a reliable tool for those seeking effective capital management using a wide range of investment opportunities. Flexibility, convenience, and a well-thought-out tax structure make this program attractive to experienced investors looking to maximize the return on their investments.