Investment focus - June 2008
The Universal Balanced Collection — a fund that keeps its promises
The Universal Balanced Collection aims to perform close to the sector median over the long term — and that’s exactly what it’s done... - full story:
Our Exclusive Balanced Club (EBC) —members only
Here the five fund managers from our External Balanced Collection talk about how they manage the funds making up the collection and what makes them strong in their own right... - full story:
Strategy summary
Our asset allocation is overweight equities, underweight property, bonds and cash. full story:
All of the above articles are available in our Investment Focus booklet.
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