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The term balanced fund has been somewhat maligned after being the core product of insurance salesmen throughout the 70s and 80s to the catch all for high and low risk superannuation options it is today. Yet with uncertainty comes opportunity, and a new breed of ‘balanced fund’ is emerging. The All-Weather portfolio, run by Melbourne-based…
Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.
With July coming to a close, it’s time for reporting season – and this year, it’s not going to be pretty.