Heritage Fund
₵0.64
Description
Fund Manager: FirstBanC Financial Services Ltd.
Bid Price: 0.6393
Offer Price: 0.6393
YTD: +8.81%
Fund Launch Date – 26-Jul-2010
Fund Size (as at 23 Mar, 2017)- GHS0.00 mn
Fund Info
Heritage Fund Limited is an open-ended equity market mutual fund, which will invest in a diversified portfolio of listed and unlisted securities as well as money instruments.
Fund Strategy
The Fund seeks to achieve long-term capital growth for its investors. The Fund will invest primarily in listed and unlisted securities in all sectors, as well as fixed income securities. It is anticipated that the Fund’s portfolio shall consist of 75% equity and 25% fixed income instruments with a re-balancing range in the margin of +/- 10%.
| IMPORTANT NOTICE!
Please remember that investments can fall as well as rise and you may not get back all the money that you invest. If you’re unsure about the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser or call 0265560612 |
