Our balanced fund is a unit trust that invests in diversified asset classes including fixed income assets, offshore, property and equity. It provides investors with medium to long term growth of their capital. It is a medium risk investment vehicle and is suitable for a 3-5 year investment horizon. The diversification boosts return by providing a cushion during a downturn in one asset class.
Past performance does not guarantee future investment performance as yields may vary depending on market, political and economic circumstances. T&Cs apply.