Balanced Fund
The Fund aims to achieve long-term capital appreciation by investing in both growth and income assets. It is considered as a “Medium” risk Fund.
To achieve its investment policy the Fund aims at the following portfolio mix:
| Investment Category | Percentage(%) |
|---|---|
| Income Assets: | |
| Bonds and Debentures * | 0 - 60% |
| Cash and Cash Equivalents | 0 - 30% |
| Growth Assets: | |
| Listed Shares | 30 - 60% |
| Real Estate | 0 - 20% |
| Alternative Investments ** | 0 - 25% |
Note: Universal Balanced Fund was previously known as Universal Growth Fund and it has been renamed as of 01/07/2023
* It includes policy loans and receivables due in more than one year.
* * Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the other investment categories.
Subject to the percentage limits mentioned in the above table, the Company reserves the right to structure the allocation of the Fund as it thinks fit to meet its investment goals. The Company also reserves the right to reduce the investment in listed shares below the minimum percentage if it foresees severe and/or persistent instability in capital markets.
Funds Performance Scenarios:
Funds Allocation
28/03/2024
Funds Performance
Please select the period which you like to see the performance of the fund
Balanced Fund Return
| From 31/05/2021 Το 31/05/2024 | Percentage |
|---|---|
| Total Return: | -4.23% |
| Annualized Return: | -1.43% |
