Global BalancedFundamental Investments
      institutional our funds global balanced

      Global Balanced

      This US dollar-denominated, actively managed solution is diversified across global equities, global bonds and currencies. Investments in other asset classes, such as property and gold, may also be included to enhance returns or manage risk. The solution is managed on a “fund of funds” approach, with active allocations to specialist underlying asset class portfolios and appropriate exchange traded funds and contracts.

      The solution is suitable for investors seeking long-term capital growth through a balanced allocation to all major international regions.

      STRATEGY DETAILS 

      Benchmark: 65% MSCI All Country World Index. 30% Barclays Capital Global Aggregate Index. 5% Currency weights in International Monetary Fund Special Drawing Rights Basket

      Objective: This moderate risk portfolio aims to outperform its benchmark over the long term.