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SOL GMM Balanced Fund

Description of Mutual Fund Fund accompanying documents

Mutual Fund particulars

Name : SOL GMM Balanced Fund
Category : Balance Fund
License: Cyprus Securities & Exchange Commission UCITS License 03/78
License Date: 06/08/2013
Investment Risk: 3 (of 7)
Custodian: Eurobank Cyprus Ltd
Benchmark Euribor 3-m + 200 bps.

Investment objective

The Fund’s investment objective is to achieve overall high returns over the medium- to long-term, by investing its assets in a balanced manner in a diversified portfolio of equities, bonds and deposits, primarily in European markets and to a lesser extent in other international markets. Returns will come from added value and capital gains, and from income in the form of dividends, interest coupons and interest.

Target Group

The Fund aims at medium- to long-term investors with an investment horizon over 3 years, wishing to enjoy both capital gains and periodic income by investing (a) in a diversified portfolio of equities, primarily from businesses with an international presence, and (b) in treasury and corporate bond issues. Investors in this Fund must be willing to assume an average level of investment risk.

Past performance

To view Past Returns of the Mutual Fund please click here