AC 3
Balanced
Balanced investment strategy combining equities and fixed income instruments to achieve steady capital growth with controlled risk
Balanced allocation
Combination of growth and income instruments within a diversified portfolio
Controlled risk
Moderate volatility through disciplined asset allocation and diversification
Stable liquidity
Portfolio structure designed to maintain sufficient liquidity across market cycles
Investment strategy
The Fund follows a balanced investment strategy aimed at achieving steady capital growth while maintaining a controlled risk profile.
Investments are allocated across equities and fixed income instruments, allowing the portfolio to benefit from growth opportunities while preserving stability through diversification.
Asset Allocation (indicative ranges)
Equities
35–55%
Fixed income
35–55%
Cash
up to 15%
Allocation ranges may vary depending on market conditions and risk management decisions
Risk indicators
Volatility
Return
Liquidity
Core instruments
Public equities
Government and corporate bonds
Government and corporate bonds
Cash and cash equivalents
More strategies
Each fund operates under a clearly defined mandate and a documented investment process
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