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Balanced Fund

英文名称:Balanced Fund 中文名称:平衡基金
一种均衡投资于债券和股票、货币市场等风险程度不同的金融产品,以求既获得稳定收益,又能捕捉成长机会的基金。

e.g. Huaxia global selected stock fund and Southern global enhanced balanced fund.

A fund that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate (higher equity component) or conservative (higher fixed-income component) orientation.

A balanced fund is geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts that such a mutual fund invests into each asset class usually must remain within a set minimum and maximum.

Although they are in the "asset allocation" family, balanced fund portfolios do not materially change their asset mix. This is unlike life-cycle, target-date and actively managed asset-allocation funds, which make changes in response to an investor's changing risk-return appetite and age, or overall investment market conditions.



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