• HABIB ASSET MANAGEMENT LIMITED

    ONE FUND FOR ALL ... read more

  • HABIB ASSET MANAGEMENT LIMITED

    ANALYSIS ON LATEST MARKETING TRENDS

  • HABIB ASSET MANAGEMENT LIMITED

    BENEFIT FROM RETURNS ON A DAILY BASIS

  • HABIB ASSET MANAGEMENT LIMITED

    AN INVESTMENT THAT PROSPERS

Investment Advisory / SMA

A Separately Managed Account (SMA) is a portfolio of securities directly owned by the investor and managed according to a specific discipline and/or style by a professional investment manager.

Types of Separately Managed Accounts

Discretionary SMA:

The investor delegates full control of the portfolio to the investment manager who devises appropriate strategy and implements it. It is investment manager’s duty to keep investor up to date regarding his portfolio’s allocation and performance.

Non Discretionary SMA:

In this type of SMA, the investment manager only suggests the investment idea. The choice as well as the timing of the investment decision rest solely with the investor. However, the implementation of the approved strategy may be implemented by the investment manager.

Benefits of Seperatley Managed Accounts

 

  • Tailored portfolio according to the risk and return profile.
  • Transparent.
  • Access to the professional investment managers.

 

Key Elements in SMA Structure

 

At Habib Asset, we customized your portfolios and mandates to achieve the investment objective according to the risk/return appetite.