To achieve balanced returns through equal allocation between equity and fixed income investments, providing moderate growth potential with downside protection through diversification.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A true 50/50 balanced approach combining growth potential of equities with income stability of bonds. Regular rebalancing maintains target allocation while capturing opportunities in both asset classes. Suitable for investors with medium-term horizon seeking balanced risk-return profile.
Past performance is not indicative of future results. Performance shown is net of fees.
| Security | Sector | Weight |
|---|---|---|
| To be determined | Various | N/A |
Holdings are subject to change. Data as of December 13, 2025.
Risk metrics calculated over 3-year period. Sharpe ratio and Alpha calculated against benchmark.
The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results. This material is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. Please read the fund prospectus and KIID before investing.
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