Advance Balanced Multi-Blend Fund - Wholesale Units
About this Fund
|FUND MANAGER||Advance Asset Management|
|INVESTMENT STYLE||The Fund is an actively managed multi-manager diversified portfolio of investments.|
|INVESTMENT PROFILE||To provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and income.|
|CURRENCY MANAGEMENT||Active management|
|FUND SIZE||Custom composite|
|NO. OF HOLDINGS|
Benefits of investing in the Advance Balanced Multi-Blend Fund - Wholesale Units
The key benefits of the Fund are as follows:
Medium to High
The Advance Balanced Multi-Blend Fund is ideal
for investors seeking moderate to high returns (before fees and taxes) over the
About the Fund
The Fund is an actively managed multi-manager diversified portfolio of investments. The securities are managed by investment managers selected by Advance. You can find the latest information about the investment managers on advance.com.au/pds.
To provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and income through a diversified mix of growth and defensive assets.
How we invest your money
The Fund invests in a diverse mix of assets with both income-producing assets of cash and fixed interest (around 30%) and growth assets of shares and property (around 70%). The Fund's exposure to these asset classes will be obtained primarily by investing directly into our sector specific funds. The Fund may also hold assets directly including derivatives, currency and other unit trusts.
Strategic asset allocation ranges
Total Growth assets: 55%-80%
Total Defensive assets: 20%-45%