Global Diversified Managed Portfolio | 全球多元化管理投资组合

Global Diversified Managed Portfolio

全球多元化管理投资组合

A Premier Investment Opportunity for Discerning Investors

为独具慧眼的投资者提供的卓越投资机会

Portfolio Overview / 投资组合概览

A risk-adjusted global diversified managed portfolio that features world-class asset managers, including BlackRock. The portfolio is made accessible through the Investors Trust Assurance (ITA) distribution platform.

一个经风险调整的全球多元化管理投资组合,由包括贝莱德在内的世界级资产管理公司主理。该投资组合通过Investors Trust Assurance (ITA)分销平台提供。

Designed for investors seeking balanced, low-risk growth over an investment period of 2+ years.

专为寻求在2年以上的投资期内实现平衡、低风险增长的投资者而设计。

Core Pillars of the Portfolio / 投资组合的核心支柱

USD 12.53 trillion

BlackRock Global AUM
贝莱德全球AUM

Leverage the expertise and scale of the world's largest asset manager.
借助全球最大资产管理公司的专业知识和规模。

Globally Regulated

Uncompromising Regulatory Oversight
严格的监管保障

Operates within a multi-layered framework, overseen by authorities in Malaysia and globally, ensuring management to the highest international standards.
在马来西亚及全球监管机构的多层次框架下运作,确保您的资本在最严格的国际标准下得到管理。

Balanced Low-Risk

Risk Profile
风险状况

Prioritizing capital preservation with steady, sustainable growth.
优先考虑资本保值,实现稳定、可持续的增长。

2+ Years

Recommended Investment Horizon
建议投资期限

Aligned for long-term stability and wealth accumulation. A 5-year horizon is ideal for optimal growth.
为长期稳定和财富积累而设。5年期限是实现最佳增长的理想选择。

Your Investment is Securely Held and Protected

您的投资得到安全持有和保护

At Investors Trust (ITA), protecting client assets is paramount. All policyholder assets are held with world-class, independent third-party custodians in a segregated portfolio. This structure legally isolates your investments from the company's general liabilities, ensuring your capital is protected by globally recognized financial institutions.

在Investors Trust (ITA),保护客户资产至关重要。所有保单持有人的资产都存放在一个独立的投资组合中,由世界级的独立第三方托管机构持有。这种结构在法律上将您的投资与公司的普通负债隔离开来,确保您的资本受到全球公认的金融机构的保护。

Our Global Custodians / 我们的全球托管机构: J.P. Morgan & Bank of New York Mellon
View Official Custodial Document / 查看官方托管文件

Performance Highlights / 业绩亮点 (Since Inception / 自成立以来)

Average Annualised Return (5-Year Periods)

平均年化回报率 (5年期)

Average Total Return (5-Year Periods)

平均总回报率 (5年期)

Past performance is not indicative of future results. / 过往表现并非未来业绩的指标。

A strategic investment for discerning individuals seeking stable growth and global diversification, backed by world-class expertise.
一项为寻求稳定增长和全球多元化、并由世界级专业知识支持的独具慧眼的个人而设的战略性投资

HNW Individuals / 高净值人士

Ideal for High Net Worth Individuals

高净值人士的理想选择

Clients seeking trustworthy, low-risk investment solutions. HNWIs looking for premier, reliable portfolio advisory to preserve and grow their capital.

适合寻求值得信赖、低风险投资解决方案的客户。高净值人士寻求顶级、可靠的投资组合咨询,以保护和增长其资本。

Explore Further / 进一步探索

Investment Projection Calculator / 投资预测计算器

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Projected Future Value / 预测未来价值
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Total Principal Contribution / 本金总投入

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Frequently Asked Questions / 常见问题

Disclaimer / 免责声明:

The content provided on this page is for informational purposes only and is intended exclusively for the internal use of our existing clients. It does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and you should not treat any of the page's content as such. We do not make any representation or warranty as to the accuracy, completeness, or timeliness of the information provided herein, and it should not be relied upon for any investment decisions. We strongly recommend that you seek independent financial advice from a professionally qualified and licensed financial planner before making any investment. We assume no liability for any loss or damage arising directly or indirectly from the use of or reliance on any information contained on this page by any person, particularly those who are not existing clients.

本页面提供的内容仅供参考,且仅供我们现有客户内部使用。其内容不构成投资建议、财务建议、交易建议或任何其他类型的建议,您不应将本页面的任何内容视为此类建议。我们对本文所提供信息的准确性、完整性或及时性不作任何陈述或保证,且不应依赖其作出任何投资决策。我们强烈建议您在进行任何投资前,寻求具有专业资格和执照的财务规划师的独立财务建议。对于任何人(尤其非现有客户)因使用或依赖本页面所含任何信息而直接或间接引起的任何损失或损害,我们不承担任何责任。

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