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GMM Development Balanced Fund

Description of Mutual Fund Fund accompanying documents

Mutual Fund particulars

Name : GMM Development Balanced Fund
Category: Balanced Fund
License: Cyprus Securities & Exchange Commission UCITS license 02/78 - An investment compartment of the “GMM FUNDS” mutual fund
License Date: 06/08/2013
Investment Risk: 4 (of 7)
Custodian : Eurobank Cyprus Ltd
Benchmark Euribor 3-m + 200 bps

Investment objective

The Fund’s investment objective is to generate income and capital gains primarily by assuming credit risk over a medium- to long-term horizon. The Fund’s assets are primarily invested in selected high-yield corporate and treasury bonds with average to high credit risk. To a lesser extent, the Fund may also assume a small degree of equity risk in order to improve its expected return.

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