geo-political & sector diversification . . .
AFE employs a global and time-proven approach to investment and asset allocation based on the careful application of the "Generationally Wealthy" model.
In our modern world, global diversification of assets is more important than at any other time. In many jurisdictions today, the risk of capital loss from government seizure or confiscation can be higher than from market losses.
Increasingly it has become necessary to adopt a more "pro-active" approach to achieve reasonable returns and manageable risk.
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The overall investment objective is to provide stable cashflow returns and conservative capital growth
while protecting capital through multiple market and regional diversification with an strong
emphasis on prime commodity markets. |
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Global diversification spreads the market risk to numerous regions, while at the same time, allowing the investment portfolio added growth potential in regions that many investors may not otherwise have considered or had access to.
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Careful global asset allocation can have the added benefit of allowing assets to grow and compound in jurisdictions that encourage investment by offering attractive tax incentives. |
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The AFE Energy Trust is an actively managed specialist fund of oil and natural gas reserves, oil and natural gas wells and leases, and oil and natural gas exploration projects. The investment objective of the Trust is primarily to provide the investor with strong revenue returns. MORE |
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The AFE Silver Stocks Account is an actively managed, specialist fund of silver producers, miners and explorers and is designed to give the investor balanced, broad and leveraged exposure to rising silver bullion prices.
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The investment objective of the fund is to provide long-term, high capital growth in a rising silver market. MORE |
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When studying the Investment Model of the Generationally Wealthy, AFE has observed the strict adherence to several age old principles. This Investment Model of the "Generationally Wealthy" has been applied by to AFE Investment Banking Services. |
Through a simple process of true asset diversification, the Generationally Wealthy have not only preserved, but greatly increased their wealth over many generations, despite booms, busts, holocaust, famine, market and social disturbances and natural disasters.
These principles have been tested and proven over centuries spanning multiple generations,
and have provided a solid and sound foundations for the management of many asset portfolios.
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