Beltone Fixed Income USD Fund

Beltone USD Accumulative & Periodic Distribution Fund is one of the investment funds specialized in USD fixed income instruments .. and it aims to achieve a stable return while preserving capital through professional management based on diversifying investments across low to medium risk financial instruments.

What is the fund’s investment strategy?

The fund aims to provide a USD denominated savings and investment vehicle that generates periodic and cumulative returns through investing in debt instruments of various maturities .. while maintaining a relatively low level of risk.

Its strategy relies on flexible allocation within fixed-income instruments, where the fund can allocate all assets to bank deposits and money market instruments or to US dollar treasury bills and bonds .. with the ability to allocate up to 50% to corporate bonds with good credit ratings, and up to 40% in other investment funds.

The fund also adheres to strict risk management limits, including not exceeding 15% of assets in a single security, or 20% of a single company’s securities .. as well as a maximum of 20% investment in one fund, ensuring a balance between return and stability while providing regular liquidity to investors through periodic redemption mechanisms.

Description as published on the distribution platform.