Ausbil Balanced Fund
The Fund implements a medium term asset allocation strategy by investing in an actively managed diversified portfolio of securities across the Australian and global equities, fixed interest, property and alternative asset classes. The Fund has a higher weighting towards growth assets than defensive assets.
Ausbil’s investment approach is to provide active management of the Fund in a consistent and risk controlled manner. The investment philosophy is formulated to add value through an active investment management which also incorporates quantitative inputs to reduce risk. We believe that value is derived from within particular asset classes which afford opportunities to outperform, whilst our asset allocation process takes a medium term, business cycle approach.
The Fund is designed for investors who wish to benefit from the long-term capital gains available from investments and who are comfortable with fluctuations in capital value in the short to medium term.
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.
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