The Balanced Fund is intended to suit the needs of members prepared to accept medium investment risk to pursue long-term growth. Its benchmark asset mix is 50% income assets and 50% growth assets.
This Fund has moderate exposures both to Cash and Fixed Interest and Shares and Alternative Assets.
Members who are willing to accept a medium degree of risk and are prepared for the fluctuations that come with exposure to growth assets in order to pursue long-term growth.
Intended Risk Profile
Benchmark Asset Mix
The fixed fee charged for monies invested in the Balanced Fund is 1.5% p.a. of the net asset value of the funds in the Balanced Fund.