A balanced portfolio aims to balance risk and reward by holding both equities and bonds in a more or less equal split. With a balanced portfolio, investors may typically take on some risks to grow their investments moderately over time, but are generally less likely to experience the large fluctuations an equity-heavy portfolio could encounter.

For more details, please refer to our blog article here: Is A Core Balanced Portfolio Right For You?

*The information contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities.

*By using a time series factor forecast, the forecast annualised return is for reference only and is not an exact reflection of the actual return received by the investors in all cases. Investors should be aware that positive distribution yield may not imply a positive return. The information or advertisement contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities. Investors should consider his/her own circumstances.