The Balanced Allocation Fund is a long-term investment which aims to provide total return on investment and a potential profit consistent with a moderate risk profile.
The fund invests directly in a range of asset classes worldwide, including but not limited to: equities, fixed income, real estate, money markets, commodities and alternative strategies. The fund's allocation flexibility and opportunities across various asset classes allow for performance potential in a range of different market conditions. The investment manager actively monitors the fund, reducing and increasing exposure to specific asset classes based on current and potential market conditions, to maximise the potential returns.
View and download key fund performance information and application forms