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Model Portfolio Balanced

UNIT PRICE
150.26
CURRENCY
SEK
1 WEEK
  -0.12%
1 MONTH
  1.23%
VALUATION DATE
17 Nov 2017
CHANGE CURRENCY 


Objective of the fund

The fund aims to provide capital growth over the long-term from a balanced portfolio of assets by assuming a moderate level of risk. The fund is globally diversified with an overweight in Sweden and seeks to achieve total return by balancing the exposure between equity and fixed income.

The fund is denominated in SEK.


Investment policy/characteristics:
  • Strategic Asset Allocation: 75% in equities, equity funds and equity-linked instruments, 20% in fixed income instruments and 5% in cash and money market instruments.
  • Invests in developed and emerging markets with an overweight in Sweden.
  • Target geographical exposure of equity component: 35% Sweden, 20% other developed markets and 20% emerging markets.

The fund is suitable for the investor that:
  • Would like to have a global exposure and a balanced allocation between asset classes, with more concentration in Sweden.
  • Is willing to take a moderate level of risk.
  • Prefers not to make any active investment choices.
  • Has a long-term investment horizon of at least five 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.