The FBN Heritage Fund’s objective is to achieve superior returns over a long-term investment period. The fund is a multi-asset mutual fund suitable for investors with an appetite for earning greater rewards over a long-term period. The focus of this fund is therefore to invest in equities, bonds, money market instruments, realestate investments and other securities in the capital markets.
Although the FBN Heritage Fund has a medium risk profile, it typically offers high returns when compared to other mutual funds with a lower risk profile. The fund’s assets can be broadly broken down as follows:
• 20%-65% is invested in stocks
• 10%-25% is invested in bonds
• 10%-75% is invested in money market securities.
All you need to do is invest a minimum of 50, 000 and we will take care of the rest.Few things can bring greater peace-of-mind than the knowledge that you will be financially secure later in life. Although you can’t predict the future, it’s never too soon to begin your journey towards financial security. And you can start this with the FBN Heritage Fund.