Citibank Balanced Fund

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Citibank Balanced Fund

If you're looking for diverse forms of investment that can provide substantial returns, Citibank Balanced Fund is the best solution.

Right for you if:
Balanced Fund
Right for you if:
  1. You are interested in a higher return on capital.
  2. You want a variety of investments on bonds, money markets and stock.
Product

Schroder Dana Kombinasi

  • Investment Policy as per Fund's prospectus: Minimum 1% - Maximum 30% in equity, Minimum 49% - Maximum 79% in fixed income instrument, and Minimum 1% - Maximum 50% in money market instrument and time deposit.
  • Often referred as a balanced fund, investing in equity and fixed income.
  • Prospectus
  • Fund Fact Sheet

Schroder Dana Terpadu II

  • Investment Policy as per Fund's prospectus: Minimum 35% - Maximum 65% in fixed income instrument, icluding money market instrument and Minimum 35% - Maximum 65% in equity.
  • Prospectus
  • Fund Fact Sheet

First State Indonesian Balanced Fund

  • Investment Policy as per Fund's prospectus: Minimum 10% - Maximum79% in equity, Minimum 10% - Maximum 79% in fixed income instrument, and Minimum 20% - Maximum 70% in money market instrument.
  • Prospectus
  • Fund Fact Sheet

Schroder Syariah Balanced Fund

  • Investment Policy as per Fund's prospectus: Minimum 5% - Maximum 79% in Syariah based equity, Minimum 5% - Maximum 79% Syariah based obligation, and Minimum 5% - Maximum 79% in Syariah based money market instrument with maturity less than 1 year.
  • Prospectus
  • Fund Fact Sheet

First State Indonesian USD Balanced Plus Fund

  • Investment Policy as per Fund's prospectus: Minimum 25% - Maximum 75% in equity and Minimum 25% - Maximum 75% in fixed income instrument with maturity less than 1 year and/or time deposit.
  • Prospectus
  • Fund Fact Sheet

BNP Paribas Integra

  • Investment Policy as per Fund's prospectus: Minimum 1% - Maximum 79% in equity, Minimum 1% - Maximum 79% in fixed income instrument, and Minimum 1% - Maximum 79% di money market instrument with maturity less than 1 year.
  • Prospectus
  • Fund Fact Sheet

First State Indonesian MultiStrategy Fund

  • Investment Policy as per Fund's prospectus: Minimum 40% - Maximum 79% in equity, Minimum 1% - Maximum 58% in fixed income instrument, and Minimum 2% - Maximum 60% in money market instrument.
  • Prospektus
  • Fund Fact Sheet

Manulife USD Aggressive Balance Fund

  • Investment Policy as per Fund’s prospectus: Minimum 60% - Maximum 79% in equity, minimum 1% - maximum 39% in fixed income instrument, and minimum 1% - maximum 39% in money market instrument.
  • Prospektus
  • Fund Fact Sheet
Benefits

Investing in Citibank Balanced Fund gives you:

  • The composition of various investment instruments equally consisting of bonds, money market instruments and stocks.
  • A relatively higher rate of return than other mutual fund products.

Citibank Balanced Fund also offers you the following benefits:

  • Diversified Investment

    Your investment will be spread in a variety of instruments so as to provide optimum results.

  • Liquidity

    You can sell Citibank's mutual fund products whenever you need cash.

  • Professional Research Team

    We ensure your investment is handled by a professional investment manager supported with a research team that can provide you with money market investment portfolio for optimum results.

FAQs

What is a Balanced Fund?

Balanced Fund is a mutual fund that invests in various money market instruments, bonds and stocks

How to Apply

To invest in mutual funds, please contact the Relationship Manager at your nearest Citibank branch.

Eligibility Criteria

Due to regulations, we are unable to offer this product to U.S. Citizens.

Disclaimers

INVESTMENT IN THE FORM OF MUTUAL FUND CONTAINS RISK. A PROSPECTIVE INVESTOR MUST READ AND UNDERSTAND THE PROSPECTUS PRIOR TO DECIDING TO INVEST IN A MUTUAL FUND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

Investment in the form of Mutual Fund is NOT a Bank Deposit; NOT obligation of; and NOT guaranteed by Citibank, N.A., Citigroup (including its subsidiaries, associates or affiliates); NOT part of third party deposit which is subject to certain terms and is NOT included as object of government guaranteed program. Investment in the form of Mutual Fund is subject to investment risk including possible loss of principal amount invested. Past Performance is not indicative of future results, investment value can go up or down as a result of Net Asset Value (NAV) fluctuation in accordance to market condition and quality of the respective Mutual Fund portfolio. Investors investing in funds denominated in non-local currency should fully aware of the risk of exchange rate fluctuations that may cause a loss of principal. This document does not constitute the dissemination of information, an offer to sell, or a solicitation of an offer to buy Participation Unit in any jurisdiction where, or to any person to whom, it is unlawful to make any such offer or solicitation. Mutual Fund is not offered to US citizen or residence. Investor must obtain and read the relevant Prospectus prior to deciding to invest in Mutual Fund.

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