Australia Balanced Fund

To achieve returns that exceed inflation over time, you should be invested in growth assets – a strategy that’s not always easy, especially during periods of market volatility.

For investors who wish to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income and commodity investments from Australia and overseas. The Balanced Fund seeks to earn long-term returns that are higher than the custom benchmark.

In carrying out our contrarian investment approach, the Balanced Fund has significant freedom to invest in different asset classes to take advantage of the best opportunities. This means we have great flexibility and can capitalise when markets are cheap. Our target range is to have anything between 40%-90% of the Fund invested in shares and 10%-50% in fixed income, depending on where the opportunities are.