Portfolio that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate (higher equity component) or conservative (higher fixed-income component) orientation.
Advantages of Balanced Portfolios:
A balanced fund is geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts that such a mutual fund invests into each asset class usually must remain within a set minimum and maximum.
This type of fund is semi-liquid. The balanced nature of the fund gives investors enough room to strategically maneuver their assets in a short-term period according to their needs.
Investment Criteria
• Cash: A very small portion of the portfolio (not more than 10%) is invested in an interest bearing Bank accounts to provide liquidity for the client and for the company if an investment opportunity arises.
• Treasury Bills: A small portion of the portfolio (not more than 20%) is invested in treasury bills with a maximum of one year dependent on the expected return and the economic indicators which are analyzed weekly.
• Bonds: A small portion of the portfolio (not more than 20%) is invested in the Egyptian bond market targeting a long term maturities and the highest coupon rates.
• Equity Market: The bulk of the portfolio (not less than 50%) is invested in stocks listed in the Egyptian stock market and international markets.
The movement between investment instruments is in accordance of the company’s investment committee’s view and strategies.
Transforming distribution and marketing with key capabilities in customer insight and analytics.
Transforming distribution and marketing with key capabilities in customer insight and analytics.
Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p
