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Blom Cedars Balanced C (BLMBCBC.MF)

NAV 1662.914USD -2.9100.170%
Also known as: Blom Cedars Balanced C|As of 15 Sep 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 Size492,000 USD
NAV FrequencyPricing Daily, Mon-Fri
AdministratorCustodian Clearing Center of Financial Instruments for Lebanon and 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 Month-1.240%
3 Months.358%
YTD*-47.450%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper

Ratios

Sharpe Ratio-0.810
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)
1662.914
Change
-2.910 (0.170%)
Previous Close
1665.824
12 Months High
4800.420
12 Months Low
1553.309

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