Explore Our Balanced Funds

Explore professionally managed funds designed to balance income opportunities and capital appreciation through a dynamic mix of equities and fixed income investments.

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Our Balanced Funds Lineup

We offer investment solutions designed to combine income generation with long-term capital appreciation. By investing across both equities and fixed income, these funds aim to provide a more balanced approach to risk and return across changing market conditions.

ATR FAMI Balanced Fund*

(formerly known as First Metro Save & Learn Balanced Fund)

A diversified fund that combines equities and fixed income investments to balance income, stability, and long-term return potential.

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ATR FAMI Balanced Fund*

ATR FAMI Dynamic Fund*

(formerly known as First Metro Save & Learn FOCCUSS Dynamic Fund)

An actively managed fund that adjusts asset allocation based on market conditions to capture opportunities and manage risk.

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ATR FAMI Dynamic Fund*

*Disclaimer: New Fund Name is pending approval by the Securities and Exchange Commission (SEC).