Who is it for?
If you are looking for satisfactory overall performance over a medium- to long-term investment horizon and wish to assume a relatively low investment risk, then the Income Fund is for you.
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Investment Policy
Our established investment policy is about portfolio diversification and prudent risk management. More specifically, the fund has the following allocation:
|
Diversification |
Percentage |
|
Bonds, debt securities and other fixed income investments |
50-100% |
|
Real estate |
0-15% |
|
Domestic and Global equities and equity mutual funds |
0-20% |
|
Cash and fixed-term deposits |
0-20% |
|
Loans |
0-10% |
Management
- Investment risk is minimized through extensive diversification in investment instruments of highly rated issuers.
- As Fund Managers, we reserve the right to increase the Fund’s liquidity on a short-term basis and depending on market conditions.
Fund Details
- Internal Fund Annual Management Fee: 0,90%
- Start Date: 31/10/2002
- Fund Manager: EuroLife Ltd
- Investment Advisors: CISCO, UBS, JPMorgan, Goldman Sachs, PIMCO
Investment Objectives
The Income Fund aims to offer stable and satisfactory growth over the short- to medium-term, by investing primarily in bonds, fixed and floating income products and investments providing long-term capital growth potential.