Portfolios

A discretionary investment portfolio service to cover a range of risk profiles, investment objectives and timeframes.

At JPFS, clients can access model investment portfolios constructed to deliver outcomes based on core investment objectives and risk appetites. All portfolios are available in Sterling, Euros and US Dollars (alternative currency options are available on request).

Growth Diversified Portfolio

The Growth Diversified portfolio has been developed to provide a broad, diversified portfolio allocating across multiple asset classes, such as equity indices, fixed income, foreign exchange, commodity futures, digital assets, and private placements.  This portfolio is designed to consistently perform irrespective of how the overall markets are performing by evading the excessive volatility and downside risk inherent in public markets.

Allocating across multiple non-correlated asset classes ensures Growth Diversified remains an all-weather strategy, suitable for most investor profiles. The majority of allocations in this portfolio can have their exposure adjusted on a day-to-day basis or even terminated and new strategies included, providing a robust and market-sensitive approach to maintaining portfolio outcomes.

Key Investment Statistics

Investment Horizon: 2-3 years
Target Returns: 15-20% net returns p.a.
Inception Date: January 2020
Year-on-Year Returns 18.37%
If you would like to receive the complete Growth Diversified presentation, please request your copy today.

 

Multi-Diversified FX Portfolio

Multi Diversified FX (MDFX) portfolio aims to generate returns by combining diversified foreign exchange trading strategies into one balanced investment.

 

A diversified FX portfolio is the preferred placement format for many investors as it reduces risk by investing in a variety of trading strategies (some of which may perform well in certain market environments at certain times, while other programs may not perform so well at the same time). The portfolio is combination of several independent programs such as Directional, Trend following, Arbitrage, volatility Breakout, mean reversion, HFT (High frequency trading), Quant, Algo and Systematic.

 

The different trading strategies have multiple time horizons (intra-day through to multi-day/week & longer-term hold periods), variable exposure to different currencies, and leverage. This increases the portfolio’s overall diversification without diluting returns. The allocation strategy in this portfolio has been developed to provide investors with FX market diversification while actively managing risk to reduce potential drawdowns.

Key Investment Statistics

Investment Horizon: 2-3 years
Target Returns: 20-25% net returns p.a.
Inception Date: January 2020
Year-on-Year Returns 22.25%
If you would like to receive the complete Multi-Diversified FX presentation, please request your copy today.