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GMM Global Opportunities Balanced Fund

Description of Mutual Fund Fund accompanying documents

Mutual Fund particulars

Name: GMM Global Opportunities Balanced Fund
Category: Balanced Funds
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: 5 (of 7)
Custodian: Eurobank Cyprus Ltd
Benchmark Euribor 3-m + 200 bps

Investment objective

The investment objective is to generate income and added value by investing its assets in a balanced way in equities and bonds portfolios on global markets, in companies that offer the best opportunities in the view of the manager. The Investment Compartment assumes an equal degree of credit and equities risk, by investing its assets in selected high-yield corporate and treasury bonds from all investment grades (from low credit rating up to very high credit rating) and in equities from the global markets. The Investment Compartment also invests to a lesser degree in bank deposits and short-term money market instruments (T-Bills)

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 in a diversified portfolio of equities, primarily from businesses with an international presence, and in treasury and corporate bond issues. Investors in this Fund must be willing to assume a high level of investment risk..

Past performance

To view Past Returns of the Mutual Fund please click here