Universal Security Fund Investment Philosophy

Universal Security Fund aims to achieve a satisfactory long term return mainly from fixed income investments. 

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

Investment Category

Percentage (%)

Shares

0-15%

Bonds

30-70%

Cash and Other 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.