Universal Property Fund Investment Philosophy

Universal Property Fund aims to achieve relatively high, long term return mainly from investments in real estate. 

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

Investment Category

Percentage (%)

Shares

0-40%

Bonds

0-40%

Cash & Other Cash Equivalent

5-30%

Real Estate 

50-80%

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.