“Brands & Luxury” investment basket is aiming at generating profit by investing in stocks of leading luxury goods companies, whose products have been a benchmark of quality and prestige for millions of people all over the world for decades.
Investment type | Individual portfolio |
Asset class | Stocks (public companies with famous brands and premium goods) |
Currency | USD |
Minimum investment amount | 100 000 USD |
Geographical focus | Global markets |
Recommended investment horizon | 3 years and above |
Expected return | 10% and above, per annum |
Subscription fee | 0.35% |
Management fee | 1.50% per annum |
“Brands & Luxury” portfolio is composed of publicly quoted stock
The actual composition of the investment portfolio is defined by the portfolio managers of Rietumu Asset Management and at any point in time can consist of 25-25 stocks.