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UMB Balanced Fund

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UMB Balanced Fund

It is imperative for one to have medium to long term goals and financial aspirations. Such goals and aspirations may include pursuing further education, starting a business, renovating your home or even preparing for retirement. This therefore means preparing adequately to get them accomplished. The award winning UMB Balanced Fund, managed by UMB IHL will enable you invest your money in a fund that generates the stable returns.

The UMB Balanced Fund is a collective investment scheme whose main objective is to seek the growth and the creation of value for its shareholders. This is done by mobilising funds for investment in fixed income securities and share of listed companies on the Ghana Stock Exchange as well as stock exchange in emerging markets. It operates by mobilising 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 are to be held in cash and cash equivalents. 

The Balanced fund is also an ideal medium which would enable you prepare for retirement and other financial needs.

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