Balanced fund definition

Balanced fund means the Fund or Funds established pursuant to Section 7.1(f).
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Balanced fund means a mutual fund that has an investment mandate to balance its portfolio holdings. The fund generally includes a mix of stocks and bonds in varying proportions according to the fund's investment outlook.
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Balanced fund means a mutual fund that has an investment
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Examples of Balanced fund in a sentence

  • Balanced fund managers will be expected to allocate between asset classes to comply with the established ranges for the endowment portfolio, and specialty managers will be expected to allocate within ranges agreed upon at the time they are hired.

  • These funds predominantly consist of equities (with the Balanced fund also having the flexibility to gain a minority exposure to commercial property and fixed interest stocks) which have historically offered long term growth prospects, and continue to do so.

  • The expected volatility of the returns for this class will be lower than the Balanced fund class.

  • The default strategy is a lifestyling strategy, investing in growth assets when members are younger and moving investments into gilts and cash as members approach retirement.The Trustees have selected the Balanced fund and UK Growth fund as the default growth assets for this strategy.

  • Balanced fund / Growth and income fund Investment objectiveTo provide a balance between income and Long Term capital appreciation.


More Definitions of Balanced fund

Balanced fund means a mutual fund that has an investment mandate to balance its portfolio
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Balanced fund means the Allan Gray Australia Balanced Fund ARSN 615 145 974, APIR code ETL4654AU.
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Balanced fund means a mutual fund that has an investment mandate to balance its portfolio holdings and generally includes a mix of stocks and bonds in varying proportions according to the fund’s investment outlook.
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Balanced fund means a mutual fund that has an investment mandate to balance its portfolio holdings. A bal- anced fund generally includes a mix of stocks and bonds in varying proportions according to the fund's investment out- look.
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Balanced fund means that part of the Pension Fund of which the assets are subject to allocation decisions as to classes of assets such as equities, debt securities and cash.
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Balanced fund means the Balanced Fund described in Appendix A.
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Balanced fund. I Share Class, Institutional Servicing Share Class, and A Share Class SCHEDULE B to the DISTRIBUTION AGREEMENT -------------------------------------------------------------------------------- QUASAR DISTRIBUTORS, LLC REGULATORY DISTRIBUTION SERVICES ANNUAL FEE SCHEDULE -------------------------------------------------------------------------------- Basic Distribution Services o Current Structure/Classes (4 funds, I class each) - up to 6 months o $800 per month - all funds, plus items below (advertising compliance, licensing, filing, registration costs, out-of-pocket items, etc.); contingent upon 1 year agreement o At 6 Months or When Funds and/or Classes are Added:
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