Portfolio Strategies

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Showing portfolios 1 to3 of 6

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ESG
Sleefe Sustainable Fund
The Sleefe Sustainable Fund invests in companies that prioritize environmental, social, and governance (ESG) criteria. This fund is for investors who want to support sustainable practices while seeking competitive returns.
Provider:
Sleefe Investments
Geography:
Global
Min. Investment:
$20,000
Series Type:
Sustainable
Cap Size:
Large Cap
Management Fee:
1.6%
Sector
Sleefe Technology Fund
The Sleefe Technology Fund focuses on investing in technology companies that are at the forefront of innovation. This fund targets firms involved in software, hardware, and emerging technologies, aiming for high growth potential.
Provider:
Sleefe Investments
Geography:
Global
Min. Investment:
$15,000
Series Type:
Growth
Cap Size:
Small Cap
Management Fee:
1.8%
Mixed Assets
Sleefe Balanced Fund
The Sleefe Balanced Fund offers a mix of equity and fixed income investments, aiming for both growth and income. This fund is ideal for investors looking for a diversified portfolio that balances risk and return.
Provider:
Sleefe Investments
Geography:
Europe
Min. Investment:
$7,500
Series Type:
Balanced
Cap Size:
Mixed Cap
Management Fee:
1.2%
Fixed Income
Sleefe Income Fund
The Sleefe Income Fund is designed for investors seeking regular income through dividends and interest. This fund invests primarily in income-generating securities, including bonds and dividend-paying stocks, providing a balanced approach to income generation.
Provider:
Sleefe Investments
Geography:
North America
Min. Investment:
$5,000
Series Type:
Income
Cap Size:
Mid Cap
Management Fee:
1.0%
Equity
Sleefe Capital Growth Fund
The Sleefe Capital Growth Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of growth-oriented companies. Our strategy focuses on identifying innovative firms with strong market positions and potential for significant growth.
Provider:
Sleefe Investments
Geography:
Global
Min. Investment:
$10,000
Series Type:
Growth
Cap Size:
Large Cap
Management Fee:
1.5%
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