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BF Fact Sheet For July 2023.pdf

Fact-Sheet-BF-July-2023.pdf
Preview of BF Fact Sheet for July 2023
🔗 Source: cal.lk
📊 Size: 240 KB
📄 Pages: 1 page
⬇️ Downloads: 58

Summary

The Capital Alliance Balanced Fund is an open-ended fund invested in a diversified portfolio of equities and government securities, with 34.1% managed by Capital Alliance Investments. The fund has assets under management of 127 LKR million and a net return of 49.5% year-to-date, outperforming the ASPI year-to-date return. The fund focuses on shares in the banking sector and takes a top-down approach to picking investments, with a 12-24 month investment horizon and active market timing based on macroeconomic research.

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Description

The Capital Alliance Balanced Fund is an open-ended fund invested in a diversified portfolio of equities and government securities, with 34.1% managed by...

Technical Information

  • File Format: PDF
  • File Size: 240 KB
  • Pages: 1
  • Language: EN
  • Total Downloads: 58
  • Last Updated: 7 days ago

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