What is the BLOM Cedars Balanced Fund’s
investment objective?
The Fund’s objective is to provide average annual
returns that are distinctly higher than bank deposit
rates, with low risk over the medium term.
What is the BLOM Cedars
Balanced Fund?
The BLOM CEDARS Balanced Fund is an open-ended
mutual Fund* in USD managed by BLOMINVEST BANK,
the investment banking arm of BLOM BANK Group.
What will the BLOM Cedars
Balanced Fund invest in?
The Fund’s investments will be allocated as follows:
- A minimum of 75% will be invested in
Lebanese debt instruments issued by the
Lebanese Government, the Central Bank and
prime Lebanese corporations (Eurobonds,
Certificate of Deposit...)
- A maximum of 25% will be invested in listed
common and preferred shares of Lebanese
firms (Real Estate, Banking, Industry...)
What are the benefits of the BLOM Cedars
Balanced Fund?
- A simple and convenient way to invest in Lebanese
Capital Markets
- A balanced allocation to fixed income and equity
- An opportunity to increase return with substantially
reduced risk
- A liquid investment: Unit holders can exit the fund
and have their units redeemed on a weekly basis at
any BLOM BANK branch
- Professional and prudent management of investments
- Transparency and continuous performance reporting
The BLOM Cedars
Balanced Fund is suitable for:
- Investors seeking Capital Appreciation while
avoiding excessive risk
- Individuals willing to allocate a portion of
their holdings to a low-risk investment to
increase their total average annual return,
over and above deposit rates
- Investors generally seeking good returns
with low risk over the medium term
- Investors looking for diversification
- Individuals seeking a professionally managed
investment in Lebanese securities
How do I get more
information about the BLOM Cedars Balanced Fund?
More information is available at:
- All BLOM BANK branches where our Customer Service
Officers will be happy to assist you
What is the BLOM Cedars Balanced Fund’s
investment objective?
- A minimum of 75% will be invested in
Lebanese debt instruments issued by the
Lebanese Government, the Central Bank and
prime Lebanese corporations (Eurobonds,
Certificate of Deposit...)
