Implementation
Segregated account
The minimum investment for a segregated account is $2 million dollars. A discretionary account is constructed using individual securities. The portfolio can also accommodate Sceptre Class O mutual fund components where appropriate, as well as existing security positions that are complementary. Segregated accounts are fully customizable and may include fixed income, equity, and balanced mandates.
Pooled fund account
Investors with a minimum of $1,000,000 can obtain discretionary investment management through the use of Sceptre Class O mutual fund components. A custom portfolio of funds is assembled to meet client objectives and risk-return criteria.
