You can start this plan with as low as $15,000 or AED 55,162.50 and add additional premiums of $1,500 or more as and when you prefer.
2. Robust Choice of Investment Funds
In todays' digital age, investment platforms are literally drowning you with overwhelming choice, making it difficult to build a portfolio for short, medium and, long-term goals. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite.
The following are the 5 funds you can choose from;
Defensive Fund - USD - Ideal for capital protection - Up to 20% equity exposure in blue-chip stocks and the balance in developed market bonds. This fund can also be used during periods of uncertainly to park the funds in safe haven.
Cautious Fund - USD - Ideal for capital protection and growth higher than bank returns - Up to 40% equity exposure and the balance in developed market bonds.
Blue Chip Fund - USD - Balanced - Up to 60% exposure in Blue Chip Stocks and the balance in developed market bonds
Performance Fund - USD - Semi Aggressive - Ideal for medium to long term growth - Up to 80% exposure in Blue Chip Stocks
Author, Blogger & Independent Financial Advisor. My goal is to give you actionable tools for creating passive income and building wealth. More than 10,000 expats have already used my ideas to jumpstart their journey towards financial independence. Connect with me to start yours...