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Strategy summary | ||||||
Profile |
Long-Term Return Opportunities |
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Invested Amount | min > 5'000'000 | |||||
# of holdings (bonds / Equities / Structured Solutions) | 3 / 20 / 2 | |||||
Weighted Av. Upside Potential (Blue Sky) (%) | > 20 | |||||
Performance YTD Strategy (%) |
no strategy at present |
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Performance YTD Benchmark (%) | ||||||
Level of risk |
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Level of risk vs. Benchmark | Benchmark | |||||
Add. information | please call for quote |
Weighted estimates are based on broker input – realization of such is subject to market conditions.
E&OE - Data as per June 30, 2019