Institution

In Phoenix Wealth Management, we manage more than USD 9 Billion for a broad list of clienteles including official institutions, sovereign wealth funds, pension funds, insurance companies, charities, local statutory boards and government-linked companies.

With one of the largest networks of offices for any dedicated asset management company, and with over 300 portfolio managers and analysts covering the world's investment markets, we offer our clients a comprehensive range of products and services.

18416116_xl_LoEdit.jpg

Investment objectives

The Phoenix Wealth Management seeks to maximize total return by making use of leverage. The Fund invests at least 63% of its total assets in investment grade fixed income bonds issued by governments and corporations’ agencies worldwide. The Fund will invest the remaining of its 23% & 14% of its assets in precious metal trading and other financial derivatives respectively.

The Fund aims to increase overall returns by using leverage on its bonds investment and provide maximum protection to investor funds using the investment allocation portfolio strategy. Currency exposure is flexibly managed.  

Investment Capabilities

Our primary focus in investment management is to offer our clients innovative products and solutions to help them meet their investment goals.

By achieving these objectives, we continue to build on our position as one of the world's leading global investment managers.

 

We manage strategies across all asset classes including:

 
62441395_xl_Lo.jpg

Precious Metal Trading

  • Gold

  • Silver

  • Platinum

40556994_xl_Lo.jpg

Bonds

  • U.S Treasury

  • Asia ex Japan Fixed Income

  • Emerging Market Debt

  • Global Fixed Income

39825529_xl_Lo.jpg

Multi-Asset Solutions

  • Benchmark Relative

  • Target Return

  • Diversified Growth

  • Risk Balanced

  • Income

  • Volatility / Downside Control


68342411_xl_Lo.jpg

Alternatives

  • Hedge Funds

  • Structured Investments

  • Property

  • Private Equity

 

Our Funds


 

Our Assets Under Management since Inception (million)


Top Holdings

 
 

Top Countries Invested In (%)