Alec Cutler: A question of 'balanced'

Rethinking ‘balanced’ funds

Alec Cutler: "The best way to lose money is to pay more for something than it is actually worth."

Alec Cutler: "The best way to lose money is to pay more for something than it is actually worth."

However you get there, argues Alec Cutler, a 'balanced' fund should always be managed to the same goal - and that is with a view to achieving a balance of risk and return

The ‘balanced fund' moniker has become so common it has all but lost its meaning. Are these funds balancing stocks and bonds? Income and growth? Momentum and value? Or something else. To us, the answer...

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