Balanced Fund

Our balanced fund, is a unit trust that invests in diversified asset classes including fixed income assets, offshore, property and equity. It provides investors with medium to long term growth of their capital. It is a medium risk investment vehicle and is suitable for a 3-5-year investment horizon. The diversification boosts return by providing a cushion during a down turn in one asset class.

*The indicative rate of return shall not be guaranteed and past performance does not guarantee future investment performance. The Indicative Rate is not fixed and may, as such, vary from time to time depending on the investment period and prevailing economic, political or social circumstances. T&C's apply.