DELOS Mutual Funds - Domestic Balanced Funds
Balanced Mutual Funds invest their assets in stocks, bonds and money market instruments. They invest at least 10% of their assets in bonds and equities respectively. No investment in one asset class should exceed 65% of the total assets under management.
- Investment Risk degree : Medium to High
- Time horizon: Medium - Long term (3 years)
- Balanced Mutual Funds are suitable for investors seeking return through capital gains and dividend yield by not undertaking high risk for the invested capital.
The assets of Balanced Mutual Funds are invested mainly in the securities of the Greek financial and money market.
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