MD Balanced Fund
This fund is designed to provide an investor who is willing to accept a medium level of risk with exposure to all major asset classes. It is suitable for a conservative investor who is looking for a single-decision fund in which the asset mix decision is being made by the investment advisor.
The objective of MD Balanced Fund is to achieve income and long-term growth of capital in conjunction with the conservation of capital. A one-decision investment with built-in portfolio diversification between domestic and international equities and fixed-income instruments, the fund offers good upside potential and protection during down markets.
- Financial Statements - Annual / Interim
- Management Report of Fund Performance - Annual / Interim
- Quarterly Portfolio Disclosure - Q1 2016 / Q3 2015