Articles about
Balanced funds

We recently conducted a client survey that revealed a crucial insight about the gap between investors' return expectations and market reality. For sound decision-making and sustained financial success we unpack what this may mean for investors, and in particular income fund investors.

It’s understandable that in times of high interest rates, investors are attracted to the ‘safety’ of cash or fixed-rate term deposits, but over the long term, it is equities that will provide the returns that will beat inflation. Watch now to find out why.

A combination of domestic assets and global equities will help funds achieve their real return expectations

Three fund anniversaries highlight the value created for investors.