Discretionary accounts are meant for customers who cannot or do not want to be concerned with the entire investment process. They lack the time, the patience, the experience or simply the infrastructure to implement it. The combined knowledge of our portfolio managers and investment experts is expressed in sound investment policies and balanced investment strategies – the basis for success at Bank Leumi’s Portfolio Management.
With this type of account you carefully assess, together with your personal Relationship Manager and previous to its opening, your risk profile and desired return and accordingly construct the most suitable investment strategy that will best match your individual investment objectives and risk tolerance.
Our investment strategies include the following:
- Fixed income strategy aims at preserving your capital while securing you with regular income from interest payments.
- Income strategy maintains and steadily increases the value of your portfolio, with low volatility.
- Balanced strategy targets the long-term real growth of your funds, allowing higher volatility levels. The Bank also offers a “balanced plus” strategy for investors who seek higher allocation to alternative investments and desire lower correlation to equity and bond markets.
- Growth strategy - rewards you with the highest capital gains possible, (albeit at a higher risk).
- Special mandates – for sizable portfolios the bank can tailor a personal strategy according to your requirements and monitor your investment portfolio.
