This fund’s missions is providing customers with a long term capital appreciation through investing in the money market securities, mid to long term government bonds, equities and high quality corporate bonds.
Based on our rating scale, this is a medium-low risk of 1.7-2.3 on a scale of 0-3.
This fund is appropriate for medium risk investor who wants long term growth via capital gains and dividends from their investment.
It targets investors who wants a mixture of capital appreciation, safety and income.
Returns entail capital gains, dividends and re-invested interest that results from appreciation.
The returns entail of dividend and interests which are credited every three months. It is therefore recommended that one re-invests into the fund so that he or she maximizes on the returns via compounded growth.