Balanced funds
Professional portfolio management
What is a balanced fund?
A balanced fund (also known as a mixed fund) is an investment fund that combines different types of assets, typically including stocks (equities), bonds (fixed income), and sometimes other asset classes like cash or real estate. The goal of a mixed fund is to provide a balance between risk and return by diversifying investments across various asset types.
Balanced funds
Important Notice:
For more information and documents on the respective funds, please click on the fund name in the overview above. Investing in securities and other investment instruments invariably involves the risk of fluctuations in the current value of the amount invested and the returns thereon, and the return on the amount invested is not guaranteed. Past performance is no guarantee of future performance. Any use of this information should therefore be preceded by consultation with a professional investment adviser to ensure that the planned investment is consistent with the investor's needs and priorities and to inform the investor of the potential risks of the particular investment.