Balanced strategy

Balanced strategy

Actively managed allocation to fixed income and equities, all in a single strategy

With an actively managed allocation into equities and fixed income, you will have access to both growth and income opportunities.

Managed by highly experienced and well-resourced investment teams, with an absolute return mindset, a focus on long-term investing and robust risk management. We target a disciplined 50:50 allocation into both equities and fixed income, actively rebalancing when the exposure to each asset class exceeds the fixed allocation.