The relevance of equity in a balanced fund
Where I Am? | Viewer ==> The relevance of equity in a balanced fund

Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 3 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 ?

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

DYN

More Activities & News
Aluwani Snatch Afena

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Compelling reasons to add global listed infrastructure to a portfolio

Peering through the smoke

Our approach to responsible investing

Portfolio diversification helps to protect against monetary policy missteps

Managing the risk-reward trade-off in drawdown

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.