| SERVICES INVESTMENT PLANS SHARES BONDS FUNDS |
Funds As financial advisors we offer advice and dealing in local and foreign funds. The funds that we offer are usually open ended, meaning, that there is no minimum number of units that the fund can issue. Units in a fund are subscribed by investors to implement their long term investment plans. Funds are an excellent vehicle to diversify one's investments because the principle invested is allocated across multiple assets or securities in a range of currencies including USD, GBP and EUR.
A broad classification of funds includes income, growth, and balanced approaches to investments. Income funds primarily focus investments in fixed income securities (bonds) that usually provide investors with a stream of monthly, quarterly, or semi-annual payments.
Growth funds tend to purchase equity securities with the objective of providing clients with capital appreciation. In this category, investors can choose from different types of funds with an array of strategies applied across various sectors and/or geographical locations.
Balanced funds can have a mixture of fixed income and equity securities.
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