Creating value for your retirement
Every investor has a different risk profile – and a different horizon to retirement. Life, and capital growth objectives, are not static; priorities shift over time.
Iberis Capital has designed two complementary pension funds to address this challenge: Income Pension Fund, to preserve capital, and Equity Pension Fund, to grow capital, allowing investment to be tailored dynamically to each investor’s risk profile and stage of life.
The Equity Pension Fund and the Income Pension Fund can each be subscribed to individually or held in combination. As open-ended funds, each investor’s allocation mix can be adjusted as life evolves or objectives change.
- 90% in global market indexes
- 10% in a private equity funds
- 70% in investment-grade bonds (BBB- or above)
- 15% in real estate funds
- 10% in funds
- 5% in gold