Balanced Funds

investment


Balanced funds have the advantage of investing in a mixture of both equities and bonds. It would be common for a balanced fund to have the majority of the portfolio invested in a mixture of these assets, with the remainder held in other classes such as property and cash. 

However, this varies depending on the objective of the fund. It is important to be fully aware of the split between stocks and bonds, in order to fully appreciate the risks and rewards inherent within that fund.