The relevance of equity in a balanced fund - TopFunds
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        The relevance of equity in a balanced fund

  Stanlib Collective Investments   Q2 of 2023 | 1 year 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.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
Opportunities in SA Equity through careful stock selection

South African government bonds: cheap now on improving fundamentals

Mind the gap: Why fees aren’t the only investment cost to consider when choosing between unit trusts and ETFs

How staying the course gives you the long-term edge

Global Trends Impacting South Africa's Financial Ecosystem

Did You Know ?
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

©2012-2024 NGCSOFT

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        The relevance of equity in a balanced fund

  Stanlib Collective Investments   Q2 of 2023 | 1 year 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.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
Tactical ideas for fixed income in an election year

UNDERSTANDING THE RELATIONSHIP BETWEEN RISK AND RETURN.

The year of the four ‘Ds’

NEW OFFSHORE LIMITS – REMOVING THE RAND-OM WALK

Peering through the smoke

Oasis Satrix Momentum Coronation Sygnia
©2012-2024 NGCSOFT