The relevance of equity in a balanced fund
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Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 3 years ago

The asset allocation decision within a balanced fund, largely based on the well-known and not always appreciated, concept of understanding the relationship between risk and reward and what ultimately drives returns, remains one of the most important opportunities in achieving longer-term returns.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.