The relevance of equity in a balanced fund
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Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 4 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 ?

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

DYN

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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.