The fund aims to achieve long-term capital appreciation by investing in both growth and income assets. It is considered as a “Medium” risk fund.

To achieve its investment policy, the composition of the fund is structured as follows:

* It includes policy loans and receivables due in more than one year.

* * Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the other investment categories.

Notes:

1. Universal Balanced Fund was previously known as Universal Growth Fund and it has been renamed as of 01/07/2023.
2. Subject to the percentage limits mentioned in the above table, the Company reserves the right to structure the allocation of the Fund as it thinks fit to meet its investment goals.

Funds Performance Scenarios:

Regular

Single