Fund Analysis

Solid as a rock

A long-standing track record of steady returns is augmented by recent out-performance

Last updated: 14-Nov-2022•Research Desk

Consistency is the middle name of this veteran balanced fund, which has beaten its benchmark in all of the last ten years. The fund is now three-star rated, having retained a three- to four-star rating for the last decade. It maintains a steady-state asset allocation. It usually parks about 65-75 per cent of its asse

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