Balanced bond sub-fund, which invests primarily in government, corporate and convertible bonds, and money market instruments, in order to seek out benefits for investors deriving from consistent returns through investments on the global financial markets. Can also have exposure to the equity markets for the complementary part of the portfolio.
Combines the top-down and bottom-up approaches focussed on individual investment ideas in the investment process. The sub-fund seeks to ensure diversification between different issuers, sectors and maturities, as well as to actively manage credit and interest rate risks, in order to maintain a level of risk consistent with the capital conservation strategy.
Last revision: 28 June 2022