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Blom Cedars Balanced C (BLMBCBC.MF)

NAV 2976.530USD -5.0400.170%
Also known as: Blom Cedars Balanced C|As of 02 Jan 2020

Fund Facts

StatusActive
Asset Type Mixed Assets
Geographic FocusLebanon
DomicileLebanon
Lipper GlobalMixed Asset Other Conservative
StructureLE - Lebanon Open Ended Fund
Inception DateMay 2010
CurrencyUSD
Fund Size933,231 USD
NAV FrequencyPricing Daily, Mon-Fri
AdministratorCustodian & Clearing Center of Financial Instruments for Lebanon & the Middle East (MIDCLEAR) S.A.L
SponsorBlominvest Bank S.A.L.
Fund ManagerBlominvest Bank S.A.L.
Investment AdvisorBlominvest Bank S.A.L.

Fund Returns

1 Month2.677%
3 Months-36.393%
YTD*-44.344%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper

Ratios

Sharpe Ratio-0.492
Information RatioGet Lipper
Annusalised Standard DeviationGet Lipper

Investment Strategy

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 by investing in Lebanese equity, fixed income securities and liquidity as investors can redeem their shares every week.

Fund Performance

NAV (SAR)
2976.530
Change
-5.040 (0.170%)
Previous Close
2981.570
12 Months High
5657.910
12 Months Low
2809.740

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