Balanced / Multi Asset Class

Our fund Strategy

Balance Funds (Regulation 28)

This product seeks to provide consistent capital appreciation over the medium to long term by investing in a diverse spread of suitable asset classes.

The maximum equity exposure is capped at 75% and the maximum fixed income exposure is 30%. The fund may also allocate up to 25% in offshore equities and fixed income.

The funds volatility levels reflect a moderately aggressive risk profile (consistent with 55% - 65% equity exposure), with low level of income considerations. The risk level should be such that negative periods over a 3 year period. It aims to outperform CPI plus 5% p.a. (i.e. to provide a real return of 5% p.a.) over rolling 3-year periods.