Balanced Portfolio AMC

Achieve long-term capital appreciation.

About the fund

The investment objective of the fund is to achieve long-term capital appreciation and yield performance of your investment through a balanced strategy by investing primarily in, but not limited to, equities and fixed income securities throughout the world.

The Fund seeks to achieve a total return between 6%-8% per annum over a long-term horizon. The approach is to be a long-term investor and the fund will neither adopt a short-term trading strategies nor engage in any short positions. The fund components will mainly be equities, bonds, funds and money market instruments.

Fund Factsheet - December 2023

Read more about the fund’s performance. View Fund Factsheet

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