The CAL Advantage Unit Trust is an open-ended balanced Unit Trust that seeks to systematically grow investor’s wealth by investing in a combination of fixed-income and equity securities. Balanced funds invest in a ‘balanced’ portfolio of equities, long-term debt securities, and money market instruments intending to provide reasonable returns with low to moderate risk.
Investment Objective
To generate medium to long-term value through systematic growth of investors’ funds by investing in a combination of Fixed Income and Equity securities.
Investment Strategy
The CAL Advantage Unit Trust achieves its objectives through investments in a diversified portfolio of fixed-income securities and equities. Management of the Unit Trust is based on a tactical asset allocation style. A more active approach is adopted in selecting securities that provide the best risk-adjusted return in the long term while taking advantage of short-term gains from time to time.
