FinancialBalanced Fund

Balanced Fund
The FINANCIAL FITNESS BALANCED IP FUND OF FUNDS is a moderate risk portfolio. The objective of the portfolio is to provide investors with medium to long-term capital growth from a portfolio that maintains a moderate risk profile, whilst preserving capital.

The portfolio will invest in participatory interests of underlying portfolios which provide exposure to a spectrum of equity, bond, non-equity and property markets. These underlying portfolios may have exposure to financial instruments. The asset allocation in the portfolio will be actively managed and the assets will be shifted between the markets and asset classes to reflect changing economic and market conditions. Equity exposure will be limited to 75%.