About the Balanced Fund: This is our growth fund. It offers steady long term investment returns and is ideal for investors seeking to grow their investments over the medium to long term. It balances Capital growth, income generation and investment risks.
The portfolio aims at achieving a high level of fixed and periodic income over a longer period, by investing in Fixed Income securities such as GRZ Bonds, Treasury Bills, Corporate Bonds and money market placements such as Fixed Term Bank Deposits. The Fund aims at giving investors regular income over their investment period.
Investment philosophy: The main performance objective is investing in longer dated fixed income instruments. The fund invests principally in GRZ Bonds, Treasury Bills, Listed Corporate Bonds and 364 bank deposits.