Pension Fund “Global-Balanced”
Fund Inception Date: 12 October 2006
The Fund pursues a balanced investment approach. The direction for investment is based on diversification by spreading the fund assets across a balanced mix of equities, bonds and cash in different but mature markets, namely North America and Europe.
Fund Investment Policy
This fund aims to achieve long-term growth of both capital and income through investments in high-quality equities, bonds and money market instruments. The equity/bond ratio is balanced with equities weighting generally around 50%, which is suitable for capital-gain-oriented investors seeking a globally diversified balanced portfolio.