Examples of Balanced fund in a sentence
The expected volatility of the returns for this class will be lower than the Balanced fund class.
Balanced fund managers will be expected to allocate between asset classes to comply with the established ranges for the endowment portfolio, and specialty managers will be expected to allocate within ranges agreed upon at the time they are hired.
These funds predominantly consist of equities (with the Balanced fund also having the flexibility to gain a minority exposure to commercial property and fixed interest stocks) which have historically offered long term growth prospects, and continue to do so.
The default strategy is a lifestyling strategy, investing in growth assets when members are younger and moving investments into gilts and cash as members approach retirement.The Trustees have selected the Balanced fund and UK Growth fund as the default growth assets for this strategy.
When clients learned of ModusLink’s scheme, they either demanded concessions to make up for the lost revenue that the Company should have passed to them, or they terminated their contracts with ModusLink, which ultimately led to the restatement itself.