ANTYA High Impact Portfolios

Portfolio creation services

All portfolios will be backed by in-depth research and monitored regularly to ensure risk-return characteristics are aligned with portfolio plan. All clients will have access to the same return/reward opportunities for each category of portfolio at any point in time. Any change made to the portfolio will be reflected in all portfolios at the same time.

Although the service will be offered on a discretionary basis, all clients will be advised – based on client specific situation – to participate in one of the three portfolios offered by ANTYA. Depending on client circumstances, ANTYA may choose a less risky product compared to the one demanded by the client. For instance a client may request to participate in the growth portfolio but ANTYA may decide that a balanced portfolio will be more suitable. In such instances, if the client disagrees with ANTYA’s recommendation and opts for a higher risk portfolio, the client will have to acknowledge contrary direction to ANTYA in writing. ANTYA may choose to decline servicing such a client at its sole discretion.

ANTYA Global Growth Portfolio is designed to provide a targeted annual return of 9%, which is currently a premium of approximately 8.5% to 5 year Government of Canada bonds, without any leverage or any derivative exposure. ANTYA is not guaranteeing any return to its investors under any circumstance. Investors choosing the 20/20 option will have access to a portfolio carefully curated from amongst all securities – stocks and/or ETFs that trade in the U.S. and in Canada.

Before rebalancing, security weights, sector weights and asset weights may be allowed to fluctuate up to +/-5%, from policy weights, to ensure continuity, and to save on unnecessary transaction costs.

The Sleep Easy Income Portfolio is designed to provide an excess return of 3.5% over the 5 year Government of Canada bond, which is currently yielding close to 0.6%. Therefore, the target return for ASEIP is currently expected to be 4%. The actual return of the portfolio can significantly differ from target return. ANTYA is not promising a guaranteed return of 4% under any circumstances. No leverage will be employed in managing the ASEIP. Derivatives will not be used in managing ASEIP.

Some investments in ASEIP may be domiciled in the U.S. to provide higher risk-adjusted total return. ASEIP will focus primarily on large capitalization liquid stocks or similarly structured ETFs. Keeping in view ANTYA’s expertise in non-commodity sectors, exposure to commodity related stocks and/or ETFs is likely to be below market benchmarks.

ASEIP has no relative benchmark. As long as the portfolio delivers a total return of 4% to subscribers, portfolio would be deemed to be delivering on its mandate. Before rebalancing, security weights, sector weights and asset weights may be allowed to fluctuate up to +/-5%, from policy weights, to ensure continuity, and to save on unnecessary transaction costs.

ANTYA PIVOT, is designed to provide a targeted annual return of 5%-7%, which is currently a premium of approximately 4.5%-6.5% to 5 year Government of Canada bonds, without any leverage or any derivative exposure. Investors choosing ABP will have access to a portfolio carefully curated from amongst all securities that trade in the U.S. and in Canada. ANTYA is not guaranteeing any return to its investors under any circumstance.