Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...
John Hancock Balanced Fund’s equity and fixed-income allocations finished September at about 58% and 42%, respectively, compared with 57% and 43%, respectively, at midyear.
Dynamic asset allocation funds are free to invest in equity & debt in a ratio that is managed dynamically (with 0% to 100% in ...
Balanced advantage funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less ...
The process of rebalancing simply involves restoring your portfolio to its intended asset allocation, enforcing the principle ...
Portfolio allocations may add to greater than 100% due to derivative positions. Fund holdings and allocations shown are unaudited, and may not be representative of current or future investments. Fund ...
The investment seeks to provide capital growth through a diversified asset allocation strategy. The Portfolio invests in a combination of underlying funds, which are actively managed funds or ...
Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.
"Axis Multi-Asset Active FoF is a one-stop solution for investors seeking diversification without the complexity of managing ...
The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal market conditions, the manager intends to invest approximately 60% of its assets in debt ...
This fund has above-average exposure to ESG risk relative to its peers in the Moderate Allocation category, earning it the second-lowest Morningstar Sustainability Rating of 2 globes. Funds with 4 or ...