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 ?

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With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

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Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.