What exactly is a balanced fund?

Tim Farrelly | farrelly's Investment Strategy | 14 December 2018

Australia's largest super fund, Australian Super, would have us believe a balanced fund has 80% in growth assets, the industry euphemism for risky assets. The Vanguard Balanced Fund has a more cautious 50% in growth assets. At an extreme, the Host Plus Balanced fund has 90% in growth assets but claims 75% by classifying infrastructure as 50% growth and property as 25% growth. Many investment advisory firms have their balanced portfolios at ...

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