Balanced Funds

Our balanced funds are geared towards investors who are looking for a mixture of safety, income and modest capital appreciation.  Investment risk is reduced through diversifying across countries and asset classes. And because these funds are professionally and actively managed, you don’t have to worry about continually monitoring and restructuring your own portfolio of global stocks and bonds.

As you would expect, our balanced funds seek to offer the best of both worlds – and have a fixed weighting in both equities and bonds from the outset. Because these classes have an inverse relationship with each other, if one underperforms, the other should compensate.

The purpose of the fund is also to give you the best of both worlds by offering both income and growth within one fund, We aim to achieve this by going wherever the opportunities are within the asset classes.

Our expertise, too, defines the potential of our balanced funds. Managed by a dedicated team of strategists, economists, analysts and portfolio managers, they draw on our almost unequalled global resources and worldwide insight to offer the best chances of outperformance.