Knowledge...
Investing Fundamentals
What is a managed investment?
4 Asset classes
Choosing the right investment
Risk & return
Diversification
Balanced funds
Sector funds
International investments
Distributions
Tips for investing
Choose a financial adviser
Learn the secret to wealth
Define investment goals
Budget to invest
Get Started
Glossary
Common questions
Need financial advice?
Calculators

Diversification

Balanced funds - diversifying across asset classes

Balanced funds attempt  to overcome the inherent volatility of any particular asset class by investing in a diverse range of asset classes, typically shares, property, fixed interest securities and cash.

Balanced funds are suited to those investors looking for a simple investment solution where their exposure to different markets will be actively managed for them over time.

While returns for balanced funds may not be as high as those that can be achieved in a pure share fund, they may be more consistent with a lower variation from year to year.

back to top