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Balanced funds invest in a range of asset classes and/or geographic regions, which are typically 30-50% defensive assets and 50-70% growth assets with the goal of both income and capital appreciation. The funds assets can include (but not limited to) cash, bonds, stocks, property and infrastructure securities.
|Investment Options||Risk Level||Investment Objective||Investment Strategy|
|Diversified Balanced Funds|
|Vanguard Diversified Balanced Index Fund||4 – Medium||The Vanguard Diversified Balanced Index Fund seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.||The fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The fund is designed for investors seeking a balance between income and capital growth. The fund targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.|
|Russell Investments Balanced Fund||4 – Medium||To provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth-oriented assets and some defensive assets.||The fund typically invests in a diversified portfolio mix with exposure to growth investments of around 70% and defensive investments of around 30%. Derivatives may be used to implement investment strategies.|
|MLC Wholesale Horizon 4 Balanced Portfolio||5 – Medium to High||Aims to outperform the benchmark, before fees, over 4 year periods.||MLC actively looks for opportunities to provide better returns, or less risk, than those generated by the benchmark asset allocation and to manage the Trust’s exposure to the risks of investing in markets. Our investment experts do this by:|
|Pendal Sustainable Balanced Fund||4 – Medium||The fund aims to provide a return (before fees and expenses) that exceeds the fund’s benchmark over the medium to long term.||This fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and exposure to companies and issuers (within|
the fund’s Australian and international shares and Australian and international fixed interest allocation) that demonstrate leading environmental, social and corporate governance (ESG) and ethical practices while avoiding exposure to companies and issuers with material involvement in activities we consider to negatively impact the environment or society and are prepared to accept some variability of returns.