Balanced Fund
The Balanced Fund provides investors with a combination of income and capital growth by investing in a diversified portfolio of equities and fixed income securities.
This fund is suitable for investors seeking moderate risk exposure and a balanced approach between capital appreciation and income generation.
The objective of the fund is to achieve steady growth and income through strategic allocation between equities and fixed income investments.
Recommended investment horizon: 2 – 4 years. Risk level: Moderate.
Benefits and Features of Balanced Fund:
Diversified exposure to both equities and fixed income instruments
Balanced risk profile combining growth and income opportunities
Professional asset allocation and portfolio management
Potential for capital appreciation and income generation
Reduced volatility compared to pure equity investments
Daily valuation of the fund
Open-ended structure allowing additional subscriptions
Transparent reporting and regular investor statements
Separate accounting and auditing of the fund
Suitable for medium-term investment objectives