/ Global Balanced Fund


The objective of the fund is to provide long-term capital growth in US Dollar terms by investing in a balanced portfolio of globally diversified equity and fixed income.

Investor Profile

The fund is suitable for investors seeking moderate capital growth and have an investment horizon longer than 5 years. The investor is willing to assume a moderate amount of risk in the pursuit of long term growth.

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Fund Facts

Risk Rating
Moderately Aggressive
50% MSCI World NR 50% US CASH
Minimum initial investment
$ 2 500
lump sum
Minimum additional investment
$ 1 000

Fund Documents

Fund Documents Type Size    
Fund Prospectus PDF 912 KB Open Download

Risk Profile

Fund Archive