The Ultima World Introduces New TM Strategy for Clients in UAE and Abroad
The Ultima World Wealth Management Platform (The Ultima World) has launched a new trust management strategy, Global Income Funds. The new product offers an opportunity to invest in quality high-yield bond instruments that are broadly diversified across geographic areas and sectors, further reducing investment risks. The strategy's portfolio includes bond ETFs as well as real estate funds targeting higher yields. A fixed coupon of 5% p*.a. is paid quarterly, with extra income paid on the strategy at the end of the year if the portfolio grows. The investment term for the strategy is 3 years and the minimuminvestment amount is $50,000. “Our new strategy will suit those clients who seek increased returns at a controlled low risk level,” says Denis Zabolotnev, CEO, The Ultima World Wealth Management Platform, “We offer investments in instruments of global markets by implementing a fundamental approach to selecting securities in our portfolio. Risk management and management transparency allow us to ensure the most efficient management of our clients' funds.”
About the company:
The Ultima World. Wealth Management Platform is an international platform providing wide range of financial services to private and corporate clients. The company offers investment advisory, brokerage, asset management, custody and structured products in the UAE and internationally.
* The expected return is based on yield to maturity income ETF portfolio with allocation on HYG (US4642885135) 20%, LQD (US46428724 22) 5%, VCLT (US92206C8139) 15%, TLT (US4642874329) 10%, FALN (US43435G4745 15%, PTY (US72201B1017) 15%, PCM (US69323T1016) 15%, PL D (US74340W1036) 5%, dated June 30, 2023.
BCS Capital (DIFC) Limited (also trading as The Ultima World. Wealth Management Platform) is authorized and regulated by Dubai Financial Services Authority (DFSA) with DIFC license number CL3568, DFSA reference number F004980. The license allows to provide the following financial services: arranging deals in investments, advising on financial products, dealing in investments as agent, managing assets and arranging custody. Endorsements are carrying on authorised financial services with or for retail clients and holding or controlling client assets. Address: Unit 1002 Level 10, Index Tower, Dubai International Financial Centre, Dubai, P.O. Box 507341, United Arab Emirates. Information on the Company can be obtained through the web site https://theultima.com/
The strategy described is suitable for clients with a rational risk-profile. Yield data is prepared according to a backtest. The information above cannot be considered as a recommendation for investing funds, as well as guarantees or promises of future profitability of investments. While investing, you bear market, credit and other risks, and must also be informed of a conflict of interest. Before using the service, you have to assess independently the economic risks and benefits of the service, the tax, legal, accounting consequences of concluding a transaction when using the service, your willingness and ability to accept such risks. The information in this material is not an investment advice, it does not take into account the portfolio, experience, knowledge of the investor, their attitude to risk and profitability and may not be suitable for the investor. The market value of any financial investment can both increase and decrease, in other words investors may lose part or all of their investment due to unpredictable market conditions. The information on the asset management strategy is provided for informational purposes only. The asset management strategy mentioned in this presentation may not correspond to your investment profile, financial situation, investment experience, investment objectives. Not a bank deposit, this product is not covered by the deposit insurance system. The information in the presentation does not constitute a personalized investment recommendation. This material may be presented for discussion purposes only and does not constitute an offer.
The asset manager performance in the past do not determine the income of the client in the future. Securities data is indicative and provided for informational purposes in order to describe the strategy of asset management. The description of the investment strategy is not a promise or guarantee of the level of risk, profitability, efficiency of asset management, the size and stability of costs, income, and investment security. Before transferring funds and/or securities to asset management strategy, you should read the rules of asset management and terms of the relevant strategy as well as any other documents incidental thereto carefully.