Short-Term Income Fund (Entry-Level)
- Investment Range: $500 – $4,999
- Projected ROI: 2–2.5% (per annum equivalent)
- Duration: 8 weeks
Enhanced Income Fund
- Investment Range: $5,000 – $19,999
- Projected ROI: 3% annually
- Duration: 12 weeks (3 months)
Balanced Growth Fund
- Investment Range: $20,000 – $49,999
- Projected ROI: 4–5% annually
- Duration: 6 months
Strategic Equity Fund
- Investment Range: $50,000 – $99,999
- Projected ROI: 5–6% annually
- Duration: 12 months (1 year)
Capital Preservation Bond Fund
- Investment Range: $20,000 – $499,999
- Projected ROI: 4–5% annually
- Duration: 12 months (1 year)
Global Growth Fund Recommended
- Investment Range: $50,000 – $499,999
- Projected ROI: 5–6.5% annually
- Duration: 18 months (1.5 years)
Retirement Income Fund
- Investment Range: $100,000 – $499,999
- Projected ROI: 6–7% annually
- Duration: 24 months (2 years)
Specialized Investment Portfolios
Currency & FX Opportunities Fund
- Investment Range: $100,000 – Unlimited
- Projected ROI: 7–8% annually
- Duration: 24–30 months (2–2.5 years)
Agriculture & Commodities Growth Fund
- Investment Range: $150,000 – Unlimited
- Projected ROI: 8–10% annually
- Duration: 36 months (3 years)