Prima Balanced Fund Inc

The Prima Balanced Fund aims to achieve capital growth and income by investing primarily in a diverse range of assets. At least 70% of the portfolio is allocated to regulated collective investment schemes, spanning various economic sectors and geographic regions. The remaining up to 30% is invested directly in a mix of shares, bonds, cash and near-cash instruments, investment trusts, real estate investment trusts (REITs), and structured products that may include derivatives. Overall, the fund maintains a share exposure between 40% and 85%, adjusting its strategic asset allocation over time to respond to changes in global investment markets.