The Fortune SIPPS (self-invested personal pensions)

This portfolio is meant to provide alternative retirement plans for people in the CEMAC region looking to set aside a portion of their income while in active service for when they go on retirement. This portfolio is to supplement any other pension plans you have or to be your primary pensions plan if you don’t have any. This plan is meant to take care of you once you go on retirement.

It is important to note that, how much you get is dependent on how much you contribute or invest into this fund. These funds will then be invested in index funds across the world, as well as long term bonds to ensure sustainable growth over time.


Fund Statistics:


Asset
Attribute
Call-Up Size
None (as much as investors are willing to)
Share price
Not applicable (N/A)
USD rate per dollar
700 frs
Total available shares
N/A
Reserve Shares
N/A
Class of Shares
N/A
Voting rights
N/A
Shares transferable
No
Setup fee
10% on investments below $10,000 and 5% on investments above $10,000
Management fees
2% Per Annum of AUM
Performance fees
20% on all accrued profits
Dividend rate
N/A
Base dividend rate
N/A
Minimum Investment
$500
Maximum Investment
$1,000,000
Minimum Investment Timeframe
5 Years
Insurance/Guarantee
Only on Equity and bond portfolio (70% of capital)
Risk profile
Low (10-20%)
Investment type
Individual
Forecasted profits or returns
Up to 12% compounded
Capital Allocation
mixed
Withdrawals
NO. except redemption
Early redemption penalty
12%

Advantages: