Investment Portfolio Overview

Performance Summary

Fund Name Current Return Risk Level Min Investment
Growth Fund 14.2% Moderate $25,000
Income Fund 8.9% Low $10,000
Tech Innovation Fund 17.2% High $50,000

Fund Details

Growth Fund

High-growth potential through carefully selected emerging market opportunities.

Current Return

14.2%

Risk Level

Moderate

Minimum Investment

$25,000

Management Style

Active

Income Fund

Stable income generation through dividend-paying stocks and bonds.

Current Return

8.9%

Risk Level

Low

Minimum Investment

$10,000

Management Style

Conservative

Tech Innovation Fund

Focused on breakthrough technologies and digital transformation.

Current Return

17.2%

Risk Level

High

Minimum Investment

$50,000

Management Style

Aggressive

Historical Performance

Month Growth Fund Income Fund Tech Fund
Jun 14.2% 8.9% 17.2%
May 13.8% 8.7% 16.5%
Apr 13.5% 8.6% 16.1%