Portfolio Management

In designing your portfolio, both GPI and Mithril take extreme care in identifying your goals and objectives.

Versatility

Portfolio solutions recommended by GPI are extremely versatile and flexible. In short, they provide a single access point for investing in:

  • Stocks and shares quoted on any recognized stock exchange
  • Authorized Unit Trusts, Investment Trusts and other types of Mutual Funds
  • Direct Bonds
  • Exchange Traded Funds
  • Commodity Index Trackers
  • Structured Products

This all means that investments cannot be held as if they were stamp collections; they must be managed diligently in the light of these changing markets. It is certainly true that we are witnessing a switch in the global economy and soon countries like China and Russia will be among the foremost economic powers in the world.

What does this mean?

  • It is imperative to have investments professionally managed
  • It is important that those investments are managed actively
  • It is vital that the individual investor’s goals and objectives are featured in any investment
  • It is essential to have a trusting relationship which brings the desired level of service
  • GPI’s portfolio service fulfils these needs

What is a highly personalized portfolio account?

A portfolio account is a capital sum investment that allows you to buy and sell from a vast range of asset holdings. Within the account, you are able simultaneously to hold and trade between the following assets in any mainstream currency:

  • Stocks and shares quoted on any recognized exchange
  • Authorised Unit Trusts
  • Authorised Investment Trusts
  • Open-ended Investment Companies (OEICs)
  • Sociétés d’Investissement à Capital Variable
  • Investment funds from recognized international financial centers
  • Bonds
  • Market Trackers
  • ETFs, ADRs and GDRs
  • Cash

What is the risk?

The value of a portfolio depends on the performance of the assets chosen and that is why it is imperative to have professional active management.

What are the benefits?

There are several:

  • Investments designed for maximum flexibility
  • Investments designed to match an investor’s risk profile
  • Personally managed through GPI’s long association with Mithril
  • Highly competitive charge structure
  • Online valuations
  • Charge free withdrawals

In addition...

  • 24 hour access to investment information
  • A weekly investment bulletin sent to all clients
  • Individual regular contact with the asset team at Mithril and frequent reviews with GPI