Fund Overview
Incorporated and duly registered by the SEC on September 23, 2008, Cocolife Dollar Fund Builder, Inc. represent an open-ended investment that seeks to generate long-term total returns from interest income and capital growth by investing in a diversified portfolio of U.S. dollar-denominated fixed-income securities and equity securities that are expected to benefit from the development, advancement and use of technology and growing demand for health care and other related industries globally.
The Fund is a growth and income-oriented mutual fund that aims to properly provide investors with long-term capital appreciation ideal for investors looking forward to attractive returns for their dollar funds.
Fund Facts
Suitable Type of Investor
CDFBI best suits moderate to aggressive types of investors.
Moderate to aggressive portfolios are designed with balanced protection against potential capital loss while maintaining meaningful investment growth. Moderate Investors typically:
- Equally value reduced risks and enhanced returns
- Possess a willingness to accept moderate risks for high long-term returns
- Has a long-term investment horizon of more than five years
Benefits of Investor
- Professional Management
The investor will have the benefit of professional investment management, which would otherwise be available only to institutional funds and high net worth individuals. Cocolife Dollar Fund Builder’s investment manager has had significant experience in investment management and portfolio administration.
- Liquidity
The investor may convert his investment into cash by presenting his shares for redemption at any time, in accordance with the provisions of the Investment Company Act and the redemption policies of Cocolife Dollar Fund Builder Inc.
- Preservation of Capital
One of the goals of an investor, the preservation of capital, is addressed by the investment manager’s prudent selection process of a diversified portfolio of high-grade fixed income securities and blossoming equity securities globally.
- Competitive Returns
The Fund has exposure to high-yielding offshore investments covering a wide array of thriving industries including technology, healthcare, and many more. This also encapsulates the growing demand for new innovations along the evolving generation and population.
