{"id":406,"date":"2022-11-25T14:29:15","date_gmt":"2022-11-25T14:29:15","guid":{"rendered":"https:\/\/fidelis-international.com\/?page_id=406"},"modified":"2023-08-02T23:40:20","modified_gmt":"2023-08-02T23:40:20","slug":"savings-requirement-plans","status":"publish","type":"page","link":"https:\/\/fidelis-international.com\/ja\/savings-requirement-plans\/","title":{"rendered":"Savings\/Requirement Plans"},"content":{"rendered":"<style>\/*! elementor - v3.15.0 - 31-07-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style>\n<h2>Savings \/ Retirement Plans<\/h2>\n<p><a href=\"#monthly\">Monthly Savings Plans \/ Lump Sum Investments<\/a><\/p>\n<p><a href=\"#portfolio\">Portfolio Management<\/a><\/p>\n<p>\t\t\t<a href=\"#quote\"><br \/>\n\t\t\t\t\t\t<\/a><\/p>\n<h2>Monthly Savings Plan \/ Lump Sum Investments<\/h2>\n<style>\/*! elementor - v3.15.0 - 31-07-2023 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line.png\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h2>Grow your investments over the long term<\/h2>\n<p>Making regular monthly contributions to your investments as part of a savings plan can help them grow into a sizeable sum over the long term, even if you\u2019re only investing a small amount.<\/p>\n<p>\t\t\t<a href=\"https:\/\/fidelis-international.com\/contact-us\/\"><br \/>\n\t\t\t\t\t\tGet Started<br \/>\n\t\t\t\t\t<\/a><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line.png\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/09\/green-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>Investing smaller sums on a regular basis might also mean you can start investing sooner, giving you time to take advantage of the growth potential of compounding and the markets themselves. You may be surprised at how much even small amounts can grow to over a number of years.<\/p>\n<p>Alternatively, depending on your personal circumstances, it may make sense to make a lump sum investment. Simply speak to one of our consultants and we can explain everything to you.<\/p>\n<h2>Monthly Savings Plan<\/h2>\n<p>This example shows how investing $500 each month and reinvesting the dividends has affected returns over 25 years with an average interest rate of 6% p.a.<\/p>\n<p>This is known as \u2018Compounding\u2019 and can have a dramatic effect on returns.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"678\" height=\"451\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/12\/compound_picture.png\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/12\/compound_picture.png 678w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/12\/compound_picture-300x200.png 300w\" sizes=\"auto, (max-width: 678px) 100vw, 678px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h2>Portfolio Management Services<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h2>Your partner, every step of the way<\/h2>\n<p>With our portfolio management service, our investment managers build and run a portfolio on your behalf<\/p>\n<p>\t\t\t<a href=\"#nextsectwo\"><br \/>\n\t\t\t\t\t\tOur Portfolio Selection Process<br \/>\n\t\t\t\t\t<\/a><br \/>\n\t\t\t<a href=\"#nextsec\"><br \/>\n\t\t\t\t\t\tLearn More<br \/>\n\t\t\t\t\t<\/a><\/p>\n<h2>Our portfolio management services<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>We believe it is more important to manage your portfolio to meet your risk objectives rather than to chase short-term returns, so we will design your portfolio to <strong>meet your needs<\/strong> and <strong>attitude to risk.<\/strong><\/p>\n<p>Our investment management team will look for suitable opportunities from around the world, investing in individual stocks and bonds, and other alternative asset classes, providing access to a wide range of investment styles and strategies.<\/p>\n<h2>Clients benefit from our Global research capabilities<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>With over 25 years working with Asian clients, Fidelis has a successful track record helping clients protect and grow their wealth.<\/p>\n<p>All of the portfolios are well diversified by both geography and asset class, offering what we believe is the optimal mix of equity, fixed income, and alternative type funds to achieve the best risk-adjusted returns.<\/p>\n<p>Investing across a range of assets gives you exposure to a wider set of opportunities while also reducing risk.<\/p>\n<p>Selecting the right funds is a complex process and the research team has developed an advanced research based systematic approach for fund selection.<\/p>\n<h2>Managing your portfolio<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>Your portfolio will require active management to ensure the strategy responds to changing conditions in the global economy and financial markets. You may decide to make all changes to the portfolio yourself or alternatively our investment manager can be responsibly for making any adjustments to the portfolio, as well as managing your expectations of what we can achieve. It is your choice.<\/p>\n<p>We take a realistic approach to managing portfolios. Recent history reminds us that the unpredictable happens more frequently than expected, so we position portfolios to protect your wealth over the medium to long term.<\/p>\n<h2>Internal and external research<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>We achieve results by harnessing our extensive international connections and resources. Our investment process captures the best thinking of our strategists, analysts and investment managers, which we use to build and manage your portfolio.<\/p>\n<p>We blend our in-house investment expertise with outside specialists to ensure you benefit from the best investment thinking.<\/p>\n<h2>Da Vinci Asset Management Portfolio<\/h2>\n<p>Da Vinci Asset Management&#8217;s regular savings portfolio has achieved a <strong>yield of 150.84%<\/strong> since 2012 with an <strong>annualized return of 9.15%<\/strong><\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"757\" height=\"378\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/amici-graph.png\" alt=\"amici graph\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/amici-graph.png 757w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/amici-graph-300x150.png 300w\" sizes=\"auto, (max-width: 757px) 100vw, 757px\" \/><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>Da Vinci Asset Management is the parent company of Fidelis and has been the portfolio manager since 2003. The same management team is now working directly for Fidelis and will be managing the portfolios as before.<\/p>\n<h1>Our portfolio selection process<\/h1>\n<p>The process starts with understanding our clients&#8217; needs.<\/p>\n<p><a href=\"#portfolioone\">Investment Process<\/a><\/p>\n<p><a href=\"#portfoliotwo\">Portfolio Process<\/a><\/p>\n<p><a href=\"#portfoliothree\">Asset Allocation<\/a><\/p>\n<p><a href=\"#portfoliofour\">Investment Selection<\/a><\/p>\n<h3>Portfolios are constructed around your needs<\/h3>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"224\" height=\"2\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png\" alt=\"blue line\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line.png 224w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/blue-line-150x2.png 150w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/>\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/fidelis-international.com\/wp-content\/plugins\/elementor\/assets\/css\/widget-icon-list.min.css\">\n<ul>\n<li>\n\t\t\t\t\t\t\t\t\t\tManaged by our dedicated investment team\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tOur collective investment expertise is working on your behalf\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tAccess to a wide range of asset classes and markets\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\t24\/7 account access\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tRegular newsletters and expert analysis\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<h2>Investment Process<\/h2>\n<p>At Fidelis, we use a variety of tools to tailor our investment process to our clients&#8217; objectives, risk tolerance, time horizon, tax situation and investment experience.<\/p>\n<p><em>&#8220;Successful investing is about managing risk, not avoiding it.&#8221;<\/em><\/p>\n<p><strong>&#8211; Benjamin Graham<\/strong><\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"778\" height=\"707\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-process.jpg\" alt=\"investment process\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-process.jpg 778w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-process-300x273.jpg 300w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-process-768x698.jpg 768w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h2>Portfolio Process<\/h2>\n<p>After understanding our clients&#8217; goals, we undergo an investment review process focusing on research, optimal portfolio selection, and ongoing monitoring.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"572\" height=\"459\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/portfolio-process.png\" alt=\"portfolio process\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/portfolio-process.png 572w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/portfolio-process-300x241.png 300w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h2>Asset Allocation<\/h2>\n<p>We employ a variety of asset classes to help balance risk.<\/p>\n<ul>\n<li>\n\t\t\t\t\t\t\t\t\t\tReal Estate\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tAlternative Investments &#8211; Example: Hedge Funds, Precious Metals, etc\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tCash &#038; Cash Alternatives\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<ul>\n<li>\n\t\t\t\t\t\t\t\t\t\tU.S. Equity\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tEmerging Market Equity\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tFixed Income\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"534\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio-1024x683.png\" alt=\"growth-focused portfolio\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio-1024x683.png 1024w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio-300x200.png 300w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio-768x512.png 768w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio-1536x1025.png 1536w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/growth-focused-portfolio.png 1706w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>HYPOTHETICAL GROWTH-FOCUSED PORTFOLIO<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"533\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio-1024x682.png\" alt=\"income-focused portfolio\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio-1024x682.png 1024w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio-300x200.png 300w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio-768x512.png 768w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio-1536x1024.png 1536w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/income-focused-portfolio.png 1706w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<p>HYPOTHETICAL INCOME-FOCUSED PORTFOLIO<\/p>\n<h2>Investment Selection<\/h2>\n<p>A top-down investment approach, driven by research.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"781\" height=\"603\" src=\"http:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-selection-2.png\" alt=\"investment selection\" loading=\"lazy\" srcset=\"https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-selection-2.png 781w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-selection-2-300x232.png 300w, https:\/\/fidelis-international.com\/wp-content\/uploads\/2022\/11\/investment-selection-2-768x593.png 768w\" sizes=\"auto, (max-width: 781px) 100vw, 781px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h1>Discover a comprehensive range of global investment products<\/h1>\n<p>\t\t\t<a href=\"https:\/\/fidelis-international.com\/products\/\"><br \/>\n\t\t\t\t\t\tLearn More<br \/>\n\t\t\t\t\t<\/a><br \/>\n\t\t\t<a href=\"https:\/\/fidelis-international.com\/contact-us\/\"><br \/>\n\t\t\t\t\t\tGet Started<br \/>\n\t\t\t\t\t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Savings \/ Retirement Plans Monthly Savings Plans \/ Lump Sum Investments Portfolio Management Monthly Savings Plan \/ Lump Sum Investments Grow your investments over the long term Making regular monthly contributions to your investments as part of a savings plan can help them grow into a sizeable sum over the long term, even if you\u2019re only investing a small amount. Get Started Investing smaller sums on a regular basis might also mean you can start investing sooner, giving you time to take advantage of the growth potential of compounding and the markets themselves. You may be surprised at how much even small amounts can grow to over a number of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pmpro_default_level":"","footnotes":""},"class_list":["post-406","page","type-page","status-publish","hentry","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/pages\/406","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/comments?post=406"}],"version-history":[{"count":90,"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/pages\/406\/revisions"}],"predecessor-version":[{"id":1594,"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/pages\/406\/revisions\/1594"}],"wp:attachment":[{"href":"https:\/\/fidelis-international.com\/ja\/wp-json\/wp\/v2\/media?parent=406"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}