Fast Finance Growth and Income Strategy balanced fund (R)

Investment objective

To achieve a return based on its investment policy, in medium-long term period of time, which derives through investments in a balanced diversified portfolio of stocks, fixed income securities (bonds) and domestic money market instruments.

Investment policy

In order to achieve its investment objective, the Fund intends to invest mainly in companies listed in the domestic capital market. Also, the Fund intends to invest in fixed and/or floating rate government and corporate bonds, treasury bills and other related debt instruments listed mainly in the domestic money market. Additionally, the Fund may invest in units or shares of Undertakings Collective Investment in Transferable Securities (UCITS). Finally, the Fund aims to make the best possible use of its cash by investing it in interest-bearing investments in the form of fixed-term deposits and other related money market instruments. In the context of leveraging and/or hedging assets of the portfolio, the Fund may take long or short positions in derivative instruments mainly on stocks and bonds.

Investor profile

The Fund mainly targets medium-long term investors seeking both income and capital appreciation, through a diversified portfolio, consisting mainly from stocks and domestic bond issues and willing to take a medium to high level of investment risk.