Allocate across asset classes when valuation and treasury risk justify exposure
Asset Isolation Cell I
Balanced Fund
with purpose.
Moderate-risk capital preservation with a structural defence against inflation.
Institutional use only. This private treasury mandate operates under Stratum Fintech Group Treasury oversight and is not offered to retail investors.
Treasury mandate
Risk posture · Moderate
Liquidity role · Core liquidity reserve
A role before an allocation.
The primary stabilisation cell for baseline treasury reserves, balancing growth participation with high-quality liquid assets.
Asset allocation framework
50%–70% defensive and growth equities; 30%–50% high-grade fixed income, sovereign bonds and money-market instruments.
How we intend to invest
Maintain a deliberate balance between growth assets and high-quality liquid reserves
Rebalance within approved limits rather than react to short-term market noise
Treasury risk governance
Thresholds before exposure.
Volatility, drawdown and concentration thresholds remain subject to formal treasury and governance approval.
Control focus · Capital-preservation triggers and rebalancing bands
Fund literature
Documents with context.
Approved documents will be published when the mandate is formally launched. Until then, no performance, fees, benchmark, limit or portfolio data should be inferred from this introductory page.
Fund Fact Sheet
Mandate, allocation and portfolio reporting
Available on launch
Minimum Disclosure Document (MDD)
Required disclosures, fees and risk information
Available on launch