ALPHA TRUST ECLECTIC BALANCED FUND

Investors:

• Long-Term Horizon: Ideal for those with an investment horizon of over 3 years
• Conservative Profile: Suitable for investors with a relatively conservative investment profile
• Investment Preference: For those who wish to invest in a balanced portfolio without the need to allocate funds across multiple mutual funds simultaneously

The objective of the ALPHA TRUST ECLECTIC Balanced Fund – R is to provide long-term income potential by investing through a flexible strategy in carefully selected equities, debt securities, deposits, and money market instruments, without geographical or other restrictions.

The investment policy is primarily based on medium to long-term placements. The frequency of asset reallocations within the fund depends on various factors, including short-term market fluctuations, changes in the fundamental metrics of the assets, as well as the size and frequency of inflows and outflows in the fund.