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Sample 'reasons why' statements

Insight Investment - Wealth Builder Balanced Fund

  • Aims to produce a healthy level of income combined with capital growth
  • Invests predominately in collective investment schemes, equities and fixed interest securities from around the world
  • Better returns for the investor achieved through cost effective investment management and very competitive charges
  • Suitable for investors who can accept some risk to their capital
  • Managed by Dr Ana Cukic Munro and Patrick Armstrong who, between them, have over 21 years experience as investment professionals and a proven investment management process
  • Funds are selected using the rigorous investment management process
  • The Fund is monitored on a daily basis with the aim of maximising returns and controlling risk
  • ‘A’ rated by Standard & Poor’s and OBSR

 

 



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