What are Balanced Funds?
A ‘Balanced Fund’ A balanced fund combines an equity stock component, a bond component, and sometimes a money market component in a single portfolio.
Best Balanced Funds In South Africa
| Fund | Hit rate | Months |
|---|---|---|
| Nedgroup Inv Core Diversified fund B | 83.21% | 137 |
| Pinnacle Wealth Balanced Prescient FoF | 79.25% | 106 |
| Coronation Balanced Plus fund A | 78.28% | 244 |
| Financial Fitness Balanced IP FoF A | 77.78% | 54 |
What is the best-performing fund in South Africa?
The top-performing South African portfolio over this period has been the Aylett Equity Prescient Fund. The R4
Longer term.
| Fund | Old Mutual Global Equity Fund R |
|---|---|
| Aylett Equity Prescient fund B3 | 13.9% |
| SIM Top Choice Equity Fund B1 | 13.8% |
| Select BCI Worldwide Flexible fund A | 13.8% |
| SIM Top Choice Equity fund B1 | 13.6% |
Which investments have the best returns in South Africa?
Best Safe Investments With High Returns in South Africa
- RSA Retail Savings Bonds.
- Fixed Annuities
- Dividend-Paying Stocks
- Real estate investment trusts (REITs)
- Unit trusts
- Exchange-traded funds (ETFs)
- Corporate Bonds
- Peer-to-peer lending.
Are balanced funds good for the long term?
The returns might not be as flashy as diversified equity funds, however, balanced funds are the last-word vehicle for long-run growth for conservative investors.