OUR STRATEGIES

Dynamic Balanced Fund

Dynamic Balanced Fund (DBF) is an asset allocation fund that aims to diversify across major markets, asset classes and strategies, to achieve an optimal risk-adjusted return that could withstand different business and market cycles. The fund implementation uses actively traded Equity ETFs & Equity Single Names as well as Bonds, Gold and Alternatives to ensure maximum diversification. Regular tracking of asset and country mix coupled with rebalancing ensures a constant balanced exposure that aims to achieve optimal returns with minimal volatility.

Bond Equity Fund

Bond Equity Fund (BEF) is a predominantly Equity Fund that aims to generate positive outperformance with a 3-5 year investment horizon. The fund invests in all 3 investment styles of Growth, Value and Yield to obtain optimal risk adjusted returns. The implementation includes a mix of both actively traded Equity ETFs, Equity Single Names and Gold.

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