Old Mutual Balanced Fund
KSh 5,000.00
This is a multi-asset class fund which aims to grow capital steadily while providing income over the medium to longer term. The preservation of real capital is of primary importance in achieving this objective. The Fund is managed to comply with the investment guidelines set by the Capital Markets Authority. Returns are likely to be less volatile than those of an
equity-only fund
- WHY INVEST IN THE BALANCED FUND?
🔹Seek steady long-term capital growth
🔹Typically have an investment horizon of more than three years
🔹Are comfortable with taking on some risk of market fluctuation and potential capital loss, but typically less than that of an equity fund
🔹Ideal vehicle for medium to long-term investments
🔹Strong focus on capital preservation