GROWTH OPPORTUNITIES

WITH £100K TO INVEST IN

THE EUROZONE MARKETS

BENJAMIN PALMER
 FACTORS TO CONSIDER
WHEN INVESTING IN THE
EUROZONE MARKET

Political – Brexit, political appointments

Interest rates – Potentially higher interest rates, following the

US
GOVERNMENT BONDS 20%
EXAMPLE BOND FUND
INVL Emerging Europe Bond fund

- 3 year return 12%

- Distributed across Lithuania, Latvia, Sweden, Denmark,
Norway, Finland, Germany.
- Low fees, low minimum entry
AUTO-CALLABLE 50%

STRUCTURED NOTES
Measured against major markets

DAX30 CAC40

FTSE100
HISTORICAL LONG
TERM GROWTH
 30%

EQUITY FUND
With an emphasis on funds with a significant exposure to the financial services.

(1) Financial services have seen steady growth since the

2008 crash

(2) ) European banks paying healthy dividends. BNP Paribas

– 4%, ING – 4.3%,

(3) An example – Henderson High Income - 97% equity, high

level financial services 80% Eurozone.
SUMMARY
(1) 20% Bond fund –emerging European markets

(2) 50% Autocallable structured note – based on market

indicies

(3) 30% equity fund – high exposure to financial services

MY GOALS

- Competent in all aspects of the job

- Ready to progress/ if not already progressed

- To have made considerable contributions to new business

- Assets behind me
HOW TO ACHIEVE
THIS

- Develop a beneficial relationship with my Wealth Manager

- Setting goals

- Malta attitude

- Being aware of my position

SUPPORT NEEDED
- Guidance

- Products

- An environment that is designed to encourage

development
ULTIMATELY, IT IS UP TO ME