The Umbrella Trust Fund Objective
The investment objective of the UAP Umbrella Trust Fund is capital preservation and generation of consistent income with low to medium investment risk.
The investment portfolio of the Fund is invested in accordance with the Investment Guidelines Prescribed by the Retirement Benefits Regulations. The fund is suitable for small to medium-sized pension who are seeking personal pension plans, and schemes as well as individuals who are seeking for personal pension plans.
The fund invests in interest-bearing securities offered in the market such as treasury bills, treasury bonds, corporate bonds, fixed deposits with approved financial institutions, and other fixed-income securities available in the market.
The fund has a bias towards fixed-income securities offering long-term value.
