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Heritage Fund Limited is an open-ended equity market mutual fund, which will invest in a diversified portfolio of listed and unlisted securities as well as money instruments.
The Fund seeks to achieve long-term capital growth for its investors. The Fund will invest primarily in listed and unlisted securities in all sectors, as well as fixed income securities. It is anticipated that the Fund's portfolio shall consist of 75% equity and 25% fixed income instruments with a rebalancing range in the margin of +/- 10%
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The Securities and Exchange Commission (hereinafter referred to as “SEC") is the statutory body mandated by the Securities Industry Act 2016 (Act 929) to promote the orderly growth and development of an efficient, fair and transparent securiti
