Managed / Balanced Funds
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Balanced Managed - the fund is actively managed in terms of both asset allocation and stock selection. Investing in a wide range of diversified assets with a performance objective of 1.5% p.a. over a rolling three years. Given our success in asset allocation we have increased the target to 50 bps for TAA. The largest asset class is UK equities (approximately 50%). In order to reduce the exposure to any given style and provide more consistent out performance we moved the UK Equity component to a modular structure combining growth, value and quant to deliver a higher information ratio - higher performance for a given level of risk.