MGTS Aequitas Balanced Fund R Inc

The objective of the fund is to provide capital growth, with the potential for income, over any five-year period.

The fund will have a balanced asset allocation providing exposure to a range of asset classes across any economic sector and geographic area. The maximum exposure to shares will be 85%, with the average exposure expected to be between 65% and 85% under normal circumstances. The minimum exposure to shares will be 40%. The maximum exposure to bonds will be 60%, with the average exposure expected to be between 15% and 30%. The minimum exposure to bonds will be 10%. The fund may also include alternative investments, such as property or commodities, limited to 30%.

Investors should be aware that this fund may not be appropriate for those planning to withdraw their money within 5 years due to the fund's objective of providing capital growth over a five-year period. Additionally, the fund's exposure to different asset classes and geographic areas may result in fluctuations in the value of the investment.

https://aequitas.mgtsfunds.com/