In a statement over the weekend, SSS president and chief executive officer Aurora Ignacio said the pension fund has tapped five local fund managers to manage P7 billion of its assets, to be invested in equity funds,
balanced funds, and fixed-income funds.
This includes fixed income funds, money market funds, conventional, and Sharia-compliant equity funds,
balanced funds and open-ended capital protected funds.
When TDFs are not available in a plan,
balanced funds are chosen most often in every market segment.
Hong Kong, Hong Kong S.A.R., August 30, 2015 --(PR.com)-- The fund's seasoned management team uses an ingenious method of income investing by examining asset classes which are not usually found in conventional
balanced funds.
Balanced funds have delivered a superior performance over the last one- yr period
Known as
balanced funds, they invest majority of assets (65 per cent) in equities and the rest in debt.
Shopping Centre and Retail Warehouse focused funds continued to lag behind both the All
Balanced Funds Index and other specialist sectors, with 7 out of 8 funds returning less than 20% compared with an industrial spread of 19.1%-30% and central London office funds ranging from 21% to 43.9% year on year.
ON average, at year-end 2011, 61 percent of 401(k) participants' assets were invested in equities through equity funds, the equity portion of
balanced funds and company stock.
Anil Rego, chief executive of Right Horizons, a financial advisory firm, recommends using a Systematic Investment Plan (SIP) to invest in diversified funds, including large and mid-cap funds, as well as
balanced funds to help manage the downside.
Redemptions from Emerging Markets Equity Funds, Global Equity Funds and Bond and
Balanced Funds hit levels last seen in 2008.
Gaurav Shah, CEO of Al Rajhi Capital, said, 'This new fund complements our existing range of
balanced funds by offering further choice to investors who have a lower risk tolerance and lower appetite for capital fluctuations.
Of the 184 SRFs with three-year data, 116 are in nine categories of domestic stock funds, twelve are in two categories of international stock funds, thirty-five are in five categories of
balanced funds, and twenty-one are in three categories of fixed-income funds.
