Start investing with us by filling this form
FINANCIAL MARKET IN REAL TIME:
It is an open-ended mutual fund which has the objective of achieving long term capital growth for its shareholders.
It operates by mobilizing funds from shareholders into a big pool. These funds are then invested by the Fund Manager on behalf of the shareholders. The Fund’s portfolio shall consist of 30% Equity and 70% Fixed income with a rebalancing range in the margin of +/-10%. At least 5% of the Fund’s assets shall be held in cash and cash equivalents.
Your investment can be used to meet your medium to long term financial needs. This includes financing of education, acquisition of property, retirement planning, income etc.
Yes, there are risks involved in every investment and the UMB Balanced Fund is no exception. As a result of your investments primarily being in listed equities and Fixed Deposits, you would be exposed to the following risks associated with these investments;
Certainly! You would receive a contract note for purchases and sales made on your investment account. In addition, you will receive a quarterly statement on your account. As a shareholder you would receive a report on the performance of the fund on a semi-annual and annual basis.
Yes. Even though you have access to your funds when the need arises, it is highly recommended that you allow your contributions to remain in the fund for at least 3 years. This enables you to realise optimum returns on your investment.
You will need to complete a withdrawal form (available at our office or at www.umbcapital.com). Submission can also be done via hand delivery, post, Fax or email to firstname.lastname@example.org
Proceeds of disinvestment in UMB Balanced Fund will be available after ten business days. Cheque amounts above GH₵1000.00 cannot be opened. However, opened cheques require valid ID cards before collection.
SUBSCRIBE TO OUR UMB IHL NEWSLETTER UPDATES
Get the latest investments tips, updates and reports directly in your mail box by subscribing to our newsletters