S3 INVESTMENTS

Overview

Why S3 Essential Investment Portfolio

1. A simple and efficient way to gain exposure to a portfolio of foundation ETFs that is diversified by asset class, sectors and industries, and across regions and countries, in one essential package.
2. Focused on growth through selective focus on equities, fast-moving and innovative sectors, high-yield bonds, private equity, and growing and stable markets and economies.
3. Integrated into one’s lifestyle and cashflow by providing dividend and coupon income through bonds for diversification, risk and volatility reduction and capital preservation.
4. Incorporates low-cost passive index based ETFs mostly, yet managed actively to align the portfolio to investment objectives.

Investment Objective

The portfolio seeks to provide long-term capital growth and income by investing primarily in one or more exchange-traded funds comprising technology, health care, and consumer discretionary sectors for growth and energy, utility, private equity including BDCs, REITs (real estate) along with high yield corporate and government bonds for dividend and coupon income performance.

Performance

Growth of hypothetical GBP 10,000

Asset Allocation

Holdings Breakdown