Universal Growth Fund Investment Philosophy

Universal Growth Fund aims to achieve high, long-term return mainly from capital and income gains.

In line with its investment policy, the asset allocation ranges are shown in the table below:

  Investment Category

Percentage (%)

  Shares

30-70%

  Bonds

0-40%

  Cash & Cash Equivalent

5-30%

  Real Estate 

0-20%

  Collective Investments *

0-25%

  Policy Loans

0-10%

  Other Investments

0-10%

 

 

It includes collective investments which cannot be classified according to their investment policy in any of the above investment categories.