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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 Follow Value Research Online on Google

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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