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Traditional Managed Funds

Explore our professionally managed traditional fund offerings with proven track records and diverse investment strategies.

Available Funds
4 Products
Assets Under Management
$2.5M+
Professional Management
Expert Portfolio Selection
Secure & Regulated
Fully Compliant
Diversified
Multi-Asset Exposure

$GBFX

Active

Global Balanced Fund

A balanced approach to global equity and fixed income markets, designed for long-term growth with moderate risk.

1Y:5.2%
3Y:16.8%
5Y:29.4%
Risk:Moderate
Current Price
24h Change
Fund Size

$TECH

Active

Technology Sector Fund

Concentrated exposure to high-growth technology companies across hardware, software, and services sectors.

1Y:7.8%
3Y:26.5%
5Y:48.2%
Risk:High
Current Price
24h Change
Fund Size

$REIT

Active

Real Estate Income Trust

Income-focused real estate portfolio with monthly dividend distributions from commercial and residential properties.

1Y:4.5%
3Y:14.2%
5Y:24.8%
Risk:Moderate
Current Price
24h Change
Fund Size

$DIVG

Active

Dividend Growth Fund

Focus on companies with a history of increasing dividend payments, providing growth and income over time.

1Y:4.2%
3Y:13.5%
5Y:23.6%
Risk:Low
Current Price
24h Change
Fund Size

Historical Fund Performance

Track record of our flagship funds against major market indices