Pay double attentions to balanced funds

Generally, equity funds and fixed income funds represent aggressive and conservative investments respectively. As for balanced funds......

YT Kum, CFA 08.10.2007
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Generally, equity funds and fixed income funds represent aggressive and conservative investments respectively. As for balanced funds, not surprisingly, are somewhere between two extremes. In fact, investing in balanced funds is an easy way to construct a fund portfolio blending with both equity fund and bond fund. However, as balanced funds contain two different kinds of portfolios, investors should pay double attention to analyze them before making investment decisions.

Delving deeply into styles
Delving into funds' investment style is of the first importance in mutual fund investment. Here is a simple guideline to investigate the investment style of balanced fund: 1) to find out the equity/bon

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About Author

YT Kum, CFA  YT Kum is a consultant for Morningstar, contributing to manager selection and asset allocation activities in Asia, and is responsible for providing investment thought leadership on topics relevent to investors in Asia.  

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