Balanced Fund
The United Capital Balanced Fund offers you the benefit of a diversified portfolio of securities that cuts across multiple asset classes.
This fund is designed to balance risk and return by investing in a mix of equities, fixed income securities, and money market instruments.
Benefits and Features of Balanced Fund:
Exposure to a broader range of asset classes
Capital preservation
Attractive returns
Portfolio diversification
Open entry and exit
Hedge against inflation
Professional portfolio management
Separate statutory reporting to the SEC
Daily valuation