Model Portfolio - Balance

Model portfolio Balance offers a ready package of funds for the investor who likes to have a globally diversified portfolio with some interest bearing securities.

Objectives
The fund is normally invested with 75 percent in Ancoria Insurance funds and 25 percent in interest instruments. The fund could also invest in non-Ancoria stock funds. The fund suits the investor who is willing to take a certain risk for the possibility of a high yield. You use a long time horizon and believe that stocks are the best alternative for investing. The portfolio administrator in Ancoria Insurance manages the evaluation and re-balancing process and makes changes with help of a statistical/technical model as well as performing the final review based on fundamental analysis. Normally the re-balancing is done every three months but could sometimes be done more often.