Asset Allocation Funds can invest in securities from all securities markets, usually with no required minimum percentages. This strategy seeks to limit market risk and to maximize overall returns by allowing for the shifting between investment categories, based on market and economic conditions as viewed by the portfolio manager.
Asset Allocation Funds are generally differentiated by the way they allocate their investments between these asset classes. Relatively conservative funds tend to place a larger portion of their investments in asset classes with historically lower risk/lower return potential. Conversely, aggressive funds tend to place a greater emphasis on asset classes with higher risk/higher return potential.
A mutual fund that invests in a number of different asset classes in order to maximize return on investment and minimize risk.
Funds that seek to provide the optimal mix of stocks, bonds and cash at any given time.
Asset Allocation Funds attempt to manage your returns by using different asset allocation strategies, depending on current economic conditions. Their investment policies allow wide variances in the percentages of stocks, bonds and cash that they can hold as they try to advantageously "time" the market.
Mutual funds that invest in a mix of stocks, bonds and cash equivalents. These funds typically shift assets among asset classes in response to changing market conditions.
Mutual funds that feature a mix of stocks, bonds, and cash equivalents to meet the investment objectives of individual investors.
Investment funds that replicate the official investment strategy of the respective provider for the various risk categories. Asset allocation funds invest worldwide in different investment instruments; the weightings of bonds and equities vary in line with the risk category. Also called strategy funds, portfolio funds, investment goal funds, mixed funds The key characteristic of the LGT Strategy Funds is their objective of minimising the shortfall risk.
Mutual funds that feature a mix of stocks, bonds and cash equivalents to help offset the risks of investing.