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Fidelity Balanced Trust

Lets work together to build your future

Features

The Fidelity Balanced Trust is an investment fund that offers sustainable growth to suit your growing needs. With this investment, you get to enjoy a unique blend of stability from the Fixed Income market and growth from the equity market. This balance helps you lower your risk while taking advantage of growth opportunities in the equity market. As your family grows, so do your needs. Invest in the Fidelity Balanced Trust today!

  • Initial Contribution: GH¢ 100.00
  • Minimum top-up amount: GH¢ 10.00
  • Tenor: The Fidelity Balanced Trust is an open-ended fund. You can thus invest and redeem your funds whenever you need to. We however recommend you keep your funds invested for longer to maximize your gains.
  • Applicable fees
    • Entry fee: None
    • Exit fee: None
    • Management fee: 0.5% of total Assets under Management quarterly
    • Trustee Fee: 0.4% Management fee per annum.
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Benefits

Diversification

Access to a wide variety of asset classes to diversify your risk.

Liquidity

Quick and easy access to your money when you need.

Ease and flexibility

Convenient channels to top up your investments. Mobile Money, Mobile Banking App

Professional Management

Access to expertise of professional fund managers

Tax Savings

Returns made on collective investment schemes are exempted from tax.

Avenues to build wealth

Fidelity Balanced Trust provides a perfect avenue for you to accumulate funds.

Looking for the perfect investment to meet your wealth goals?

Looking for the perfect investment to meet your wealth goals?

Are you saving for the short term or the long term?

How would you describe your risk aversion?

I don't mind restriction on my account for 3 years to increase potential return.

Let us help you find what you're looking for

Overview

Downloads and Reports

Frequently
Asked Questions

As a leading fund management company, we are committed to equipping our clients with the information and insights they need to make confident and well-informed investment decisions.

Both individuals and entities such as groups, associations, and institutions can invest. Our team is available to guide you through the process

Management fee: 2% of total Assets under Management per annum, Trustee Fee: 0.4% Management fee per annum.

No. Returns are based on market performance and are not guaranteed