Balanced MultiFund (collective investment funds)
The strategy adopted by this fund is similar to our
discretionary investment service low to medium risk strategy.
The Balanced MultiFund aims to provide growth with moderate
levels of risk and volatility over a three to five year investment
term. The fund is targeted to achieve a return in excess of 3-month
LIBID + 1% to 3% in the currency of the relevant share class over a
rolling three to five year period. In order to achieve the
investment objective, the portfolio invests across a range of asset
classes within a strategic and tactical asset allocation framework
designed to maximise diversification benefits.
Management fee for Balanced MultiFund
The annual management fee for the Balanced MultiFund ranges from
1.00% to 1.40%.
Download
View and download the collective investment funds literature online.