Touchstone balanced fund fact sheet
WebThis fund is managed according to Regulation 28 of the Pension Funds Act. Regulation 28 limits the extent to which an approved retirement fund may be invested in particular kinds … WebFund Facts. Click on a mutual fund name to view the most recent Fund Facts document.
Touchstone balanced fund fact sheet
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WebTouchstone Balanced Fund - The investment seeks capital appreciation and current income. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers … WebDec 31, 2024 · Primarily invests in a diversified portfolio of fixed-income and equity securities. Under normal circumstances, the fund generally expects to allocate its assets as follows: - 60% equity securities. - 40% fixed-income securities. Allocates assets based on …
WebThe Touchstone Balanced Fund (the “Fund”) seeks capital appreciation and current income. The Fund’s Fees and Expenses This table describes the fees and expenses that you may … WebFund Fact Sheets. Our fact sheets provide a summary of key facts and allow investors and Financial Advisers to make informed decisions. For more information on how to use fact sheets click here. Personal Portfolio. Business Portfolio.
WebCanadian Equity Funds 14.7% Balanced Funds 11.0% Global Bond Funds 9.5% U.S. Equity Funds 5.3% Cash (Bank Overdraft) 0.1% Other Net Assets (Liabilities) (0.2%)-25 0 25 50 … WebInvestec Balanced Fund Size R 14,479 million Median Inception Date Jan-97 Foreign split Fund Financials Resources Industrials Fund Benchmark 1 Month-0.5% -1.2% ... Sanlam Umbrella Fund Monthly Fact Sheet August 2015 59.2% 28.8% 12.0% 27.8%-1.2% 1.0% of the portfolio relative to CPI
WebWith a diversified portfolio of quality stocks and bonds, this balanced fund generally invests between 50% and 75% of its assets in equities, with flexible exposure to growth-oriented and dividend-paying stocks. The fixed income portion of the portfolio, which generally invests in investment-grade bonds, provides diversification from equities.
WebTouchstone Flexible Income Fund Fact Sheet. Touchstone Ultra Short Duration Fixed Income Fund Fact Sheet. T ouchstone International Equity Fund Fact Sheet. Touchstone … permian high school football schedule 2021WebFund Description. The Fund’s principal investment strategy is value. The value oriented philosophy to which the Fund subscribes is that of investing in securities believed to be undervalued in the market. The selection criteria is usually calculated to identify stocks of companies with solid financial strength that have attractive valuations ... permian high school football scores 2021WebThe latest fund information for LV= FGB Balanced S2, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. permian high school graduation 2022WebFund of Funds returns are net of fees and measured against the benchmark. Rolling 12-Month Return Highest Average Lowest Fund (Since Inception) 39.7% 12.1% -12.3% Performance Since Inception Balanced FoF CPI +4% p.a. CPI 100 200 300 400 500 600 700 800 1 100 Indexed to 100 on 30 Jun 2001 900 1 000 0 Jun 01 Oct 05 Feb 10 Jun 14 Oct … permian high school obituaries 1980WebTitle: No Job Name Subject: Find all of the performance data for the Balanced Fund in this fact sheet. The Fund seeks to provide investors with capital appreciation and current … permian high school gymnasticsWebA-Z Fund manager factsheets. Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. permian high school memorial pageWebThe Manufacturers Life Insurance Company is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Manulife segregated funds. Manulife Mutual Funds, Manulife Private Investment Pools, Manulife Closed-End Funds and Manulife Exchange-Traded Funds (ETFs) are managed by Manulife Investment Management Limited. permian high school graduation 2023