Heritage Fund: an equity mutual fund targeted at clients with long term horizon and high considerations for long term source of income, aggressive growth and diversification. The fund has a general asset allocation of 70% equity and 30% fixed income, cash and cash equivalents. For clients with investment horizons spanning many years, this fund helps in leveraging on the long run growth potential of the stock market in wealth creation.
Equity Mutual Funds YTD Returns
- Heritage Fund Annual Report - 2015
- Heritage Fund Annual Report - 2016
- Heritage Fund Annual Report - 2017
Frequently Asked Quetions