This fund is suitable for investors who seek to invest in a balanced portfolio offering exposure to all sectors of the market. The fund aims to achieve a reasonable level of current income and offers investors with long term capital growth. This would be achieved by investing in a diversified spread of equities and fixed income securities.

The fund invests in listed shares and preference shares including property shares and property loan stock among others. The fund will have a bias towards equities offering long term value.

The portfolio may have a maximum of 10% direct and/or indirect exposure offshore as a hedge against inflation. This fund is therefore attractive to investors who are looking for higher risk and returns.

Please Click Here to view the features and benefits of the Balanced Fund.

Why invest in BAAM Domestic Investment Funds?