Fund Analysis

Shining bright

BSL Balanced '95 has an enviable record of beating the benchmark in every one of the last 14 years

Last updated: 14-Nov-2022•Research Desk

One of the oldest balanced funds in the market, it has an enviable record of beating the benchmark in every one of the last 14 years, except 2008. It has retained a three- to four-star rating throughout its 12-year life. The fund maintains a 70-30 allocation in favour of equities, with a 5 per cent leeway to move either wa

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