Balanced Funds

Objective:
The objective is to provide investors with a diversified portfolio by allocating investments to different asset classes across the risk spectrum.

Investment Strategy:
The product invests in shares (domestic and international), Bonds, Inflation-linked bonds, Listed Property, Money Market instruments and Cash. Investors in this type of fund do not have to make decisions about reducing the amount in one investment account and increasing it in another. The investment manager undertakes to do so within the guidelines of the mandate. Balanced portfolios are particularly suitable as part of a regular savings program.

Investor Profile:
This product will appeal to retirement funds and individuals seeking retirement funding products.