Beyond Espresso, Latte and Shakerato are our signature portfolio advisory solution where we target to deliver absolute return within 3 years’ investment horizon. The solution is designed to harvest the return from core & satellite asset allocation which the asset allocation team tactically allocate according to investment market environment. We leverage best in class mutual fund from 18 local fund houses.
Portfolio Advisory Guideline :
| Beyond Espresso | Beyond Latte | Beyond Shakerato (UHNW) | |
| Expected Return | 8.00% p.a. | 6.0% p.a. | 8.00% p.a. |
| Volatility | 15.33% p.a. | 9.70% p.a. | 12.53% p.a. |
| Risky Asset Allocation % | 0 – 100% | 0 – 65% | 0 – 100% |
| Fixed Income Allocation % | 0 – 100% | 0 – 100% | 0 – 100% |
Beyond Espresso, Beyond Latte are for investors and Beyond Shakerato is for Ultra High Network only who :