THE UNUM IFSA BALANCED FUND

Secure your future with balanced investment solutions.

The Unum IFSA Balanced Fund offers tailored investment solutions, diversified across traditional and alternative asset classes, to cater to various risk profiles.

FUND DETAILS

The Unum IFSA Balanced Fund strives to achieve the best possible returns for investors through tactical asset allocation.

Its strategy emphasises diversification across and within asset classes to optimise performance and meet various financial objectives.

Beyond balanced asset allocation, the fund implements an active investment management approach, allowing it to capitalise on market opportunities and swiftly adapt to economic changes.

Profit From Strategic Growth

A BALANCED FUND OPTIMISED FOR HIGHER RETURNS

Since its inception in 2020, the Unum IFSA Balanced Fund has consistently achieved steady returns through active management and diversified investments.

Boost your investment potential with the Unum IFSA Balanced Fund. Ideal for investors and financial advisors seeking higher returns and the reassurance of a balanced, diversified portfolio.

MANAGEMENT APROACH

Guided by a strategic alliance with Unum Capital, the Unum IFSA Balanced Fund effectively addresses economic shifts and exploits market opportunities with investment decisions firmly rooted in both fundamental and technical analysis.

OBJECTIVES

To provide investment solutions tailored to individual investment profiles.

Strives for the best risk-adjusted return for each investor.

Utilises diversification across both traditional and alternative asset classes.

Aims for long-term capital appreciation with an active investment management approach.

Offers a competitive management fee of 1,00% for a balanced and robust investment approach.