Investment Objective
The Fund aims, by prudent investment management, to preserve and grow investors’ capital in the long-term while providing a regular stream of current income on an annual basis.
What is UTP
UTP is an open-end Balanced Fund which aims to provide income and capital growth by investing in a diversified portfolio of quality Equities and fixed income instruments. The Equities portfolio generates attractive stock-market linked returns over medium/long-term, while the Fixed income portfolio reduces risk of the overall Fund.
Who should invest in UTP?
If you are looking for attractive returns linked to the stock-market, but also wish to reduce the risk associated with pure Equity Funds, then UTP is an ideal option for them.
You can enter or exit the Fund at your convenience – however, an investment horizon of 2-3 years is recommended.
Features & Benefits:
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