The Investment Objective of the Fund is to endeavour to maximise the total level of return for investors, minimising the volatility of the portfolio whilst having regard to attaining a desirable level of liquidity through investment in Maltese debt securities whether listed or unlisted and to a limited extent through investment in other collective investment schemes listed on the Malta Stock Exchange, having similar investment objectives.
The Vilhena Malta Bond Fund invests in local corporate bonds and government stocks of different maturities to maximise return for investors and help soften the impact of market volatility. Through the balanced mix of Maltese debt securities, this fund will keep a desirable level of liquidity. Conservative investors seeking exposure to a combination of Malta Government stocks and corporate bonds may opt for this fund as their core bond holding.
Minimum Initial Amount Accumulator Class of SharesDistributor Class of Shares
€ 1,000€ 1,000