The priority for balanced fund is the investments of the most part of its assets in shares and bonds. Combination of shares and bonds constitutes wide-diversified investments that are more appropriate for those who invest funds for the first time and also it creates the perfect basis for any long-term investor. The advantage of balanced fund is that the management company can transfer money from one assets into another, instantly reacting upon volatility of market situation. In particular bonds can be a good protective asset at the negative shares market dynamics.
The Investment policy of Parex Ukraine Balanced fund is aiming at achieving
the long-term capital growth. The fund is implementing balanced investment
approach investing its funds into equity and fixed income securities of
issuers in Ukraine. Assets of the fund are invested into the wide range
of instruments in order to minimize short-term value fluctuations.