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Offshore Variable Annuities |
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ENR Bullet Portfolio Mutual Funds (Liechtenstein)
In addition to IRAs, U.S. investors may defer tax in an offshore variable annuity policy. This asset-protected Liechtenstein-domiciled product also provides tax deferral for U.S. citizens seeking access to some of the world’s best performing offshore money-managers. In association with Valor Life in Liechtenstein, and NMG International Financial Services in Zurich, ENR is the designated sub-advisor for two variable annuity mutual funds domiciled in Liechtenstein. Vontobel Private Bank in Switzerland is the trustee for securities.
The ENR Bullet Portfolio Funds offers prospective investors access to a world-class portfolio of investment advisors, starting at $50,000. Designed as “AllWeather” investments, the ENR Bullet Portfolio holds a diversified portfolio of alternative and traditional advisors. Also, global investors can invest in the ENR Bullet Portfolio Funds in U.S. dollars or EURO share classes.
For more information, please call my office in Montreal toll-free at 1-877-989-8027 or 514-989-8027 or Marc Sola at NMG in Zurich at 011-41-1-266-2145. You can also contact Eric Roseman by e-mail .
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ENR Diversified Trading Programs
June 30, 2010 (Net of all fees) |
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June
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2010 |
1-Year |
| ENR Bullet Portfolio US$ |
-0.31% |
-1.60% |
-0.04% |
ENR Euro Bullet Portfolio (1)
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-0.49% |
3.51% |
4.67% |
| ENR Best Ideas Portfolio |
0.66% |
-0.46% |
2.42% |
| Valor Life ENR Bullet US$ |
0.08% |
-2.13% |
-2.39% |
| Valor Life ENR Bullet EUR |
0.01% |
2.17% |
0.27% |
| Valor Life Precious Metals |
2.88% |
8.27% |
22.31% |
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| S&P 500 Index |
-5.39% |
-7.57% |
12.12% |
| MSCI World
Index |
-3.56% |
-10.88% |
8.01% |
| MSCI World Index (EUR) |
-3.39% |
4.39% |
23.69% |
| CSFB/Tremont Managed Futures Index |
0.42% |
0.26%
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-1.19% |
(1) Performance expressed in Euro.
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