What choices of investment policies are available for Private Funds?

4 October 2015
  1. Fixed Income Funds offer investments in cash deposits, promissory notes, treasury bills, government bonds, corporate debt and many other debt instruments, but these funds will not invest in equities. Their investment policies are low risk in nature.

  2. Balanced Funds provide a mixture of investments in fixed income, equities, and/or derivatives with clearly defined allocation weightings in equities at various levels to cater to clients' varied risk levels.

  3. Flexible Funds invest in both fixed income, equities, and/or derivatives but the allocation weightings in equities are not predetermined. The allocation between fixed income and equities is at the discretion of the portfolio manager.

  4. Equity Funds have an investment policy that focuses on equities such as common stocks, preferred stocks, and stock warrants.