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Ancoria Balanced Pension Fund

UNIT PRICE
106.66
CURRENCY
EUR
1 WEEK
  -0.09%
1 MONTH
  0.10%
VALUATION DATE
22 Sep 2017
CHANGE CURRENCY 


Objective of the fund

The Fund seeks to provide long-term capital appreciation by following a disciplined investment approach. The Fund assumes moderate investment risk through a balanced allocation between asset classes and provides broad diversification across geographic regions. A significant part of the underlying assets is denominated in or hedged into EUR.


Investment policy/characteristics:
  • Strategic Asset Allocation: Cash & Cash Equivalents 5-20%, Fixed Income 40-70%,
    Equities 10-30%, Alternatives 0-20%.
  • Invests in a globally diversified portfolio according to its strategic asset allocation, which is determined using forward looking capital market assumptions.
  • May make tactical allocation adjustments to benefit from changes in market conditions.

The fund is suitable for the investor that:
  • Has medium risk tolerance
  • Can accept some variability of returns
  • Has an investment horizon between 10 and 20 years

Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund. Investments in emerging markets may be subject to increased political, regulatory and economic instability, less developed practices, poor transparency and greater financial risks.

 




ABOUT US
Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
CONTACT US
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia
Cyprus

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SOCIAL RESPONSIBILITY
At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.