Our Eclipse and Legend Managed Programs include asset allocation profiles designed to match your investor profile and financial situation, with quarterly rebalancing to keep your portfolio on track.
In step with your needs, Standard Life Mutual Funds Ltd. has developed parallel products for different levels of investment.
Eclipse Managed Program (minimum initial investment of $100,000)
For investments of $100,000, the Eclipse Managed Program aligns your needs with an investment solution designed just for you. The asset allocation portfolios are regularly monitored and rebalanced according to your profile.
Determine your investor profile
You complete a comprehensive questionnaire that determines your investment needs and goals. The results of the questionnaire are matched to one of the following risk tolerance profiles:
We'll do the rest
Your asset allocation portfolio is monitored on a continuous basis and every quarter, the professionals at Standard Life Investments Inc. review and advise on the recommended mix of assets, taking into account market opportunities and respecting investor profiles. If deemed appropriate, your portfolio will be rebalanced to ensure that it remains on course.
Asset Allocation Model
We have created asset allocation models for each investor profile offered. The personalized rates of return are based on an investment made in each of the funds that make up each asset allocation model and according to the asset allocation in effect on the launch date of the Eclipse Managed Program.
Legend Managed Program(minimum initial investment of $250,000)
For investments of $250,000, the Legend Managed Program offers a complete solution with asset allocation portfolios that are regularly monitored and rebalanced according to your profile.
Determine your investor profile
You complete a comprehensive questionnaire that determines your investment needs and goals. The results of the questionnaire are matched to one of the following risk tolerance profiles:
We'll do the rest
Your asset allocation portfolio is monitored on a continuous basis and every quarter, the professionals at Standard Life Investments Inc. review and advise on the recommended mix of assets, taking into account market opportunities and respecting investor profiles. If deemed appropriate, your portfolio will be rebalanced to ensure that it remains on course.
Asset Allocation Model
We have created asset allocation models for each investor profile offered. The personalized rates of return are based on an investment made in each of the funds that make up each asset allocation model and according to the asset allocation in effect on the launch date of the Legend Managed Program.
