EDC Balanced Fund
₵0.61
Description
Fund Manager: EDC Investments Limited
Bid Price: 0.6146
Offer Price: 0.6146
YTD: +11.16%
Fund Launch Date – 10-Jul-2008
Fund Size (as at 31 Dec, 2015)- GHS28.59 mn
Fund Info
The EDC Ghana Balanced Fund seeks to provide capital appreciation and current income. The fund management style has a growth bias and seeks to deliver superior risk adjusted returns and a consistent income stream over the medium term. The Fund’s objective is to outperform its benchmark (50% Ghana Stock Exchange Composite Index + 50% Government of Ghana 1-year Treasury Note) net of fees and deliver an inflation protected income stream to investors.
Fund Strategy
The EDC Ghana Balanced Fund is a medium to long term investment vehicle and may be subjected to short term market volatility. However over the long term, the fund seeks to outperform its benchmark. 30%-70% of the Fund’s net assets shall be invested in fixed income and the residual in equities.
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