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

  Stanlib Collective Investments   Q2 of 2023 | 2 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 ?

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

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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.