Adhoc Portfolios

Adhoc Portfolios

Amongst other services, ELP Finance LTD has created a wide variety of portfolios each made with a particular strategy in mind.

These portfolios have been constructed inhouse, using our very own independent research techniques utilising instruments which would be on our watchlist.

Each solution has been structured to achieve a particular objective within their specific risk/return profile.

Why choosing these portfolios?

Independence – we are free from the influence of large institutions. Instruments have been chosen because we believe they can provide the optimal risk/return within their particular objective, and not because we are tied by conflict of interest.

In-depth analysis – our own team conducts a thorough inhouse research in order to pick to most efficient products in the market.

Specialised – portfolios have been constructed to cater for traditional objectives, but also for those who would like more specialised or focused strategies which they can align to their individual behaviours.

Learn more about our portfolios:

Total ETF

A diversified portfolio of Exchange Traded Funds (ETF) made up of equities, bonds and commodities.

Total ETF

Characteristics:

  • Invests in multi sector and multi-regional ETFs of equities, bonds and commodities
  • Medium risk portfolio (risk rated 4)
  • Underlying ongoing charge: 0.35%
  • Total holdings: 17

The TOTAL ETF is a diversified portfolio of Exchange Traded Funds (ETFs) which are made up of equites, bonds and commodities. This portfolio is considered to be of a medium risk as per the risk and reward profile on the underlying holdings Key Information Investor Documents (KIIDs).

This portfolio includes regional equity ETFs both from developed and emerging markets, sector specific and thematic strategies from whereby we think the investor can derive growth.

The portfolio also includes multi sector and multi-currency Bond ETFs that serve as a diversifier to the equity compartment. The bond allocation is made up from the government, corporate and high yield markets.

As a further measure of diversification from traditional investments, the TOTAL ETF also includes investments from the real assets/commodities sector across the globe. These investments also serve as a good hedge against inflation.

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (Total ETF) so we will send you all the portfolio information including the relevant ISIN codes.

Equity ETF

An equity only portfolio made up with traditional regional and sectorial strategies together with growth innovative drivers.

Equity ETF

Characteristics:

  • Invests in ETFs of equities from different regions, sectors and currencies
  • Medium-High risk portfolio (risk rated 5)
  • Underlying ongoing charge: 0.33%
  • Total holdings: 12

The Equity ETF is a portfolio of Exchange Traded Funds (ETFs) which are made up of a diverse spectrum of equities varying from traditional regional and sectorial strategies together with growth innovative drivers.

This portfolio is considered to be of a medium-high (5) risk as per the risk and reward profile on the underlying holdings Key Information Investor Documents (KIIDs).

This portfolio includes regional equity ETFs both from developed and emerging markets, sector specific and thematic strategies from whereby we think the investor can derive growth.

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (Equity ETF) so we will send you all the portfolio information including the relevant ISIN codes.

Bond ETF

A bond only portfolio constructed using variety of assets in the global fixed income compartment.

Bond ETF

Characteristics:

  • Invests in ETFs of bonds of any quality (from investment grade to high yield), issued by governments, government related or corporate entities in any developed or emerging markets.
  • Low-Medium risk portfolio (risk rated 3)
  • Underlying ongoing charge: 0.32%
  • Total holdings: 13
  • Accumulation and Distribution share classes available

The Bond ETF is a portfolio of Exchange Traded Funds (ETFs) which are made up of a diverse spectrum of bonds of any quality (from investment grade to high yield), issued by governments, government related or corporate entities in any developed or emerging markets.

This portfolio is considered to be of a low-medium (3) risk as per the risk and reward profile on the underlying holdings Key Information Investor Documents (KIIDs).

Bond ETF is also useful for investors who want to increase their income stream without too much additional risk.

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (Bond ETF) so we will send you all the portfolio information including the relevant ISIN codes.

Alternative ETF

A portfolio which includes a diverse range of real assets, commodities and alternative strategies each with its own individual characteristics.

Alternative ETF

Characteristics:

  • Invests in ETFs of alternative investments including commodities, market neutral, real assets, infrastructure, agriculture and others.
  • Medium-High risk portfolio (risk rated 5)
  • Underlying ongoing charge: 0.48%
  • Total holdings: 13

The Alternative ETF is a portfolio of Exchange Traded Funds (ETFs) which are made up of a diverse spectrum of alternative strategies. These kinds of assets are normally considered as the ultimate diversifier to traditional investments like bonds and equities and provide a good hedge against inflation.

Alternative Investments can be commodity like instruments like precious metals (e.g.gold,silver) or industrial metals (e.g. copper, zinc) and oil. Other kind of alternative investments include infrastructure assets or real estate around the globe and agriculture. Market Neutral strategies which can go both long or short in any market are also considered in this portfolio.

This portfolio is considered to be of a medium-high (5) risk as per the risk and reward profile on the underlying holdings Key Information Investor Documents (KIIDs).

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (Alternative ETF) so we will send you all the portfolio information including the relevant ISIN codes.

Thematic ETF

A portfolio made up with various instruments that hold companies that may be poised to benefit from structural shifts in technology, people, demographics and infrastructure development.

Thematic ETF

Characteristics:

  • Invests in ETFs that use a thematic approach
  • High risk portfolio*
  • Underlying ongoing charge: 0.70%
  • Total holdings: 17

The Thematic ETF is a portfolio of Exchange Traded Funds (ETFs) which are made up of various instruments that hold companies that may be poised to benefit from structural shifts in technology, people, demographics and infrastructure development.

Thematic investing (or trend investing) is a unique approach to investing whereby the decision to invest is based on your understanding of the future of your ideas.

This type of investment concept is all about looking further ahead, finding the trends that are changing our world, and investing in the beneficiaries of these trends.

Trends tend to be driven by a number of core areas which are environmentalism, changing demographics and technology.

*The Risk/Reward (KIID) information is not available for investments that trade only in the United States. In this respect, it was decided to rate this portfolio as high risk due to the heavy exposure into specific sectors in the equity market that are still in their infancy stage and thus pose higher risks.

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (Thematic ETF) so we will send you all the portfolio information including the relevant ISIN codes.

High Income ETF

A mixed asset portfolio offering solutions for investors seeking to increase or diversify their yield potential.

High Income ETF

Characteristics:

  • Invests in ETFs that involve investing in various instruments, including equities and bonds, with the main objective to achieve a high level of income
  • Medium risk portfolio (risk rated 4)
  • Underlying ongoing charge: 0.40%
  • Total holdings: 15

The High-Income ETF is a portfolio of Exchange Traded Funds (ETFs) which are made up of different strategies within the equity and fixed income spectrum with the main aim being that of achieve a high level of income.

The portfolio includes high yielding equities from both developed and emerging markets and bond instruments around the globe which pay a good level of income.

This portfolio is considered to be of a medium (4) risk as per the risk and reward profile on the underlying holdings Key Information Investor Documents (KIIDs).

To purchase one of our Adhoc Portfolio please submit the payment of 89 Euro to:

Beneficiary
ELP Finance LTD
Bank name
UBS Europe SE
IBAN
DE19 5022 0085 1055 0500 11
BIC
SMHBDEFFXXX
Reference
Adhoc Portfolio

Or Buy with Credit Card

Once the payment has been submitted, please send an email to info@investingmoney.biz with the portfolio requested (High Income ETF) so we will send you all the portfolio information including the relevant ISIN codes.

Risk Warning:

Investors should contact their financial adviser for more details on any of the products featured. The information contained in this website should not be construed as investment advice, it is not an invitation or inducement to any person to purchase shares. It is the responsibility of any person in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdictions. Prospective applicants for shares should inform themselves as to the legal requirements and consequences of applying for, holding and disposing of shares and any applicable exchange control regulations and taxes in the countries of their respective citizenship, residence or domicile. Any performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. Investment in this product may be affected by changes in currency exchange rate movements thereby affecting your investment return therefrom. A fee/surrender penalty may be charged at the time you redeem your investment which may have an impact on the amount of money you receive. ELP Finance Ltd takes no responsibility for the content of external websites. A copy of the Prospectus, KIID and the Offering Supplement Documents are available in English by sending an e-mail to info@investingmoney.biz.

These portfolios have been constructed from a pure research perspective and cannot be considered as an investment advice. For personalised investment advice on your particular financial situation, please consult our investment advisory services.

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