Overview

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.

Fund Facts

Risk Rating
Moderately Aggressive
Benchmark
50% MSCI World NR 50% US CASH
Minimum Initial Investment
$ 2500 lump sum
Minimum Additional Investment
$ 1000 monthly

Fund Documents

Fund Documents Type Size
Fund Prospectus PDF Document 4.57 MB Open Download
Fund Fact Sheet PDF Document 344.21 KB Open Download

Fund Managers

Risk Profile

Image
global balanced fund risk profile

Fund Archive

Fund Fact Sheet