Ausbil Balanced Fund

The Balanced Fund is an actively managed diversified fund investing across the spectrum of asset classes, including Australian and international shares, fixed interest, property and cash assets. The aim of the Fund is to provide capital growth over the medium to long term whilst at the same time provide moderate income.

Fund Objective

To achieve returns (before fees and taxes) in excess of the strategic benchmark allocation over the medium to long term whilst also providing moderate tax-effective income. There is no guarantee that this objective will be achieved.

Product Disclosure Statement

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Documents and updates

downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
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Quick Facts

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Currency: AUD
APIR Code: -
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Update of Information

Document Date Notes Size
download  Investor Letter 22 Dec 2016 Current Version 76KB
download  Details of the Funds' Administrator 19 Mar 2018 Current Version 38KB
download  Use of Derivatives 10 Apr 2018 Current Version 32KB

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