Profile BalancedFundamental Investments
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      Profile Balanced

      This actively managed asset allocation portfolio has a moderate risk profile. It aims to provide investors with compelling real returns over the long term. It invests across a spread of local and global asset classes. While the bias is towards growth assets, the portfolio can hold other asset classes to exploit market opportunities and achieve diversification.

      This solution is suitable for investors who can tolerate potential short-term market fluctuations in pursuit of real growth relative to inflation over the long term.

      The portfolio complies with Regulation 28 of the Pension Funds Act.

      STRATEGY DETAILS 

      Benchmark:  Static asset allocation benchmark

      Objective: The portfolio aims to deliver a competitive and consistent real return, with a target of CPI + 5% a year (gross of fees) over the long term. It also aims to outperform its composite benchmark.