Investment companies that strive to minimize market risks while at the same time earning reasonable current income with varying percentages of bonds and preferred and common stocks.
The objective of these funds is to preserve initial principal, provide current income and provide long-term growth of principal and income. These funds buy a mix of bonds, preferred stocks and common stocks.
Mutual fund that invests in equity and debt securities in varying proportions as market conditions dictate, with some minimum required proportion of the portfolio invested in debt securities.
Funds whose primary objective is to conserve principal by maintaining at all times a balanced portfolio of both stocks and bonds. Typically, the stock/bond ratio ranges around 60%/40%.
Funds that invest in both stocks and bonds in substantial amounts.
Mutual funds that invest in both stocks and bonds in an attempt to provide investors with growth and income.
Funds which generally have a three-part investment objective: 1) to conserve the investors' initial principal; 2) to pay current income; and 3) to promote long-term growth of both this principal and income. Balanced funds usually have a portfolio mix of bonds, preferred, and common stocks.
A fund that buys common stocks, preferred stock, and bonds in an effort to obtain the highest return consistent with a low/moderate risk strategy. Popular in Singapore for CPFIS Special Account investments.
These funds are combinations of stocks, bonds and money market securities. The characteristics of the fund depend on the allocation of the fund's securities among the various investments. These allocations are typically held fairly constant over time.
Funds that invest in equity and debt instruments in varying proportions. These funds supplement capital appreciation from equities with a steady return from debt instruments. To a large extent, the returns depend on the performance of the equity portion in the portfolio. There is some flexibility in changing the asset composition between equity and debt and fund managers exploit this to buy the best asset class at each time.
A type of mutual fund that generally has three investment objectives; (a) to conserve the investors' initial principal, (b) to pay current income, and (c) to promote long-term growth of both principal and income. Typically the portfolio mix of balanced funds includes bonds, preferred stocks, and common stocks.
Funds investing in shares and bonds.
Seek both growth and income through a portfolio that includes stocks and bonds. Degree of investment risk: moderate.
These funds have as objective to provide a balanced investment combining safety, income, and capital appreceation. The idea of balanced funds is to invest in a mixture of equities and fixed-income.
Are mutual funds that invest in both stocks and bonds. The stocks can be both common and preferred. A primary objective is to balance income and growth.
A class of mutual fund that aims at allocating the total assets with it in the portfolio mix of debt as well as equity instruments.
A mutual fund designed to help preserve the initial principal invested and provide current income and long-term growth by buying a combination of stocks, fixed-income investments and cash equivalents.
Mutual funds that invest in both stocks (for their growth potential) and bonds (for their relative stability).
Mutual funds that invest in both stocks and bonds, typically in relatively equal proportions.
This category of funds seek to preserve initial principal and provide current income and long-term growth of principal and income by purchasing a mix of bonds and stocks.
Mutual funds that invest in both stocks and bonds, typically in roughly the same proportions.
Mutual funds that combine stocks and bonds in a single portfolio.
Balanced Funds are are mutual funds that seek to provide some combination of growth, income and conservation of capital by investing in a mix of stocks, bonds, and/or money market instruments.
Funds invested in a range of asset classes (eg bonds, equities, cash and property) under the discretion of the portfolio manager.