The Fund’s asset allocation includes a 60% allocation to passive global equity ETFs across developed and emerging markets, and a 40% allocation to PIMCO actively managed fixed income funds. The fixed ...

At the Hubbis Investment Forum Hong Kong 2025, Janus Henderson Investors’ Stephanie Joeson and Keith Chan made a case for the ...

Learning how to manage a balanced portfolio is the key to success for self-directed investors.”— Tyrone Jackson BURBANK ...

Don’t look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over the next several years. As I’ve written repeatedly in recent months, the U ...

Positive investment conditions led to broad-based gains for the financial markets in the third quarter. The fund, while positive in absolute terms, didn't keep pace with its benchmark. The fund ...

By using balanced exposure strategies, investors can simplify the journey toward achieving financial security.

The Wealth Company Balanced Advantage Fund by Pantomath Group offers dynamic asset allocation across equity and debt. NFO ...

One of the keys to long-term financial success is maintaining a balanced portfolio that helps protect your wealth during periods of economic and stock market turbulence. The idea is that when one ...

Balanced funds can be an investor’s best friend. If you can handle some ups and downs, up to about a 20% drop in value, and you’re planning to invest for at least 10 years, these “set it and forget it ...

A hybrid mutual fund that dynamically allocates assets between debt (fixed-income instruments) and equity (stocks) in response to market conditions is referred to as a Balanced Advantage Fund (BAF).

The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...