Madison Balanced Fund

  • This fund invests in both shares and interest earning investments such as treasury bills, treasury bonds and fixed deposit accounts.
  • This a medium risk fund that offers the benefit of capital growth from the investments in shares while also giving the client interest
  • It is more of a medium term investment and suitable for people who want to gain capital appreciation.
  • Minimum time recommended is usually above 2 years.
  • We charge an initial fee of 4.5% but no exit fee is charged.
  • You can access your money anytime within 2 days
  • You receive free monthly statements and prices are published daily in the newspapers


Madison Balanced Fund Factsheet - July 2019.pdf