The CAL Advantage Balanced Unit Trust, which combines investments in equities and fixed-income instruments, generated a net annual return of 32.16%, closing the year with a unit price of GH¢2.2211. While the return fell short of its composite benchmark of 35.84%, the fund benefited from the strong performance of equities on the Ghana Stock Exchange.
CAL Asset Management's Balanced Trust Posts 32% Return Amid Ghana Recovery
Strong performance in Ghana's asset management sector highlights investor appetite for mixed-asset strategies as the local economy stabilizes.