Sponsored by

Blom Cedars Balanced A (BLMBCBF.MF)

NAV 2209.061USD 19.180-0.880%
Also known as: Blom Cedars Balanced A|As of 16 Jun 2020

Fund Facts

Asset Type Mixed Assets
Geographic FocusLebanon
Lipper GlobalMixed Asset Other Conservative
StructureLE - Lebanon Open Ended Fund
Inception DateJanuary 2008
Fund Size2,182,180 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-9.199%
3 Months-23.992%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper


Sharpe Ratio-0.896
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. The fund invests a minimum of 75% of its Assets in Lebanese fixed income instruments in USD including but not limited to Eurobonds, Certificates of Deposit and Time Deposit accounts, and a maximum of 25% of its Assets in Lebanese Equities.

Fund Performance

19.180 (-0.880%)
Previous Close
12 Months High
12 Months Low

Lipper fund performance data

You need unbiased fund performance data and effective tools for detailed fund research. Lipper is the solution. Rigorously independent, it is trusted by investment professionals worldwide.

Learn more

Related Funds

BLOM Saudi Arabia Fund
Blom Bond
Blom Cedars Balanced B
Blom Cedars Balanced C
Blom LIRA Money Market

Funds Screener