For 30 years, the Balanced strategy has offered a simple and optimal mix of stocks and bonds designed to capture the best opportunities across market cycles.
The advantage of a combination of stocks and bonds
The Balanced dynamic asset allocation strategy has the flexibility to defensively position in anticipation of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products where asset allocation is constrained by static targets, the strategy can actively pivot between an equity weighting of 35% to 65% depending on market conditions.

"We actively position the portfolio based on the most attractive opportunities in the equity and bond worlds, based on evolving economic conditions".
Jeremiah Buckley, CFA,
Portfolio Manager
Insights
Insights
Important information
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Past performance does not predict future returns. Marketing Communication. The value of an investment and the income from it can fall as well as rise and investors may not get back the amount originally invested. There is no assurance the stated objective(s) will be met. Nothing in this campaign is intended or should be construed as advice. This campaign is not a recommendation to sell, purchase or hold any investment.
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