The Balanced Fund is a multi-asset, high-equity fund that seeks to provide consistent capital appreciation over the medium to long-term by investing in a diverse spread of suitable asset classes.
The fund’s maximum equity exposure is capped at 75% and the maximum fixed income exposure is 30%. The fund may also allocate up to 45% in offshore investments. The fund’s volatility levels reflect a moderately aggressive risk profile (consistent with high-equity exposure), with a low level of income considerations. It aims to outperform CPI plus 5% per annum over a rolling 3-year period.
The portfolio is suitable for investors with a moderately aggressive investor profile, seeking maximum capital growth over the long term with moderately high volatility over the short to medium term. It’s best for investors with a minimum 3-year investment horizon.
Regulation 28: Yes
Benchmark: CPI plus 5% per annum over rolling 3-year period
Risk Profile: Moderately aggressive
Ideal Investment Timeframe: 3 or more years
