Nabo Balanced Fund

Fund Description

The fund seeks to generate maximum total return by investing in a diversified portfolio of securities offering current income and long-term capital growth.
🔘 Seeks to invest at least 70% of the portfolio outside Kenya, in companies that derive over 90% of their revenue from Africa, excluding entities that operate primarily in South Africa.
🔘Special focus on Large-cap and Mid-cap Equities.
🔘Minimizes risk through Country and Stock Selection and FX management.
🔘Manages Volatility and Liquidity through allocations to Cash.

Minimum Investment USD 10,000
Top- Ups USD. 1000

Best Month over Tracking period 17.8%
Worst Month Over Tracking Period -7.9%
Correlation 0.43