Investment Portfolios

Sincera Reference Portfolios

The Reference Portfolios are the starting point for a broadly diversified, cost-effective investment solution which is available for different risk profiles:

Portfolio Characteristics Risk Profile
Sincera 10 10% Equities, minimal market-price fluctuation
Capital preservation, returns mainly based on regular income
Investment Horizon: Short-term
Sincera 20 20% Equities, little market-price fluctuation
Capital preservation, returns based mainly on regular income, moderate capital gains
Investment Horizon: Short- to Mid-term
Sincera 30 30% Equities, moderate market-price fluctuation
Regular income as well as capital gains
Investment Horizon: Mid-term
Sincera 40 40% Equities, significant market-price fluctuation
Asset growth by focusing on capital gains
Investment Horizon: Mid- to Long-term
Sincera 50 50% Equities, large market-price fluctuation
Asset growth by focusing strongly on capital gains
Investment Horizon: Long-term


Individual portfolio solutions are available for large accounts.

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