Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

A hybrid mutual fund that dynamically allocates assets between debt (fixed-income instruments) and equity (stocks) in response to market conditions is referred to as a Balanced Advantage Fund (BAF).

If you have been looking for Allocation Balanced funds, a place to start could be Fidelity Balanced Fund K (FBAKX). FBAKX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

The Wealth Company Mutual Fund has launched a Balanced Advantage Fund under the NFO route, offering dynamic asset allocation ...

The Fund’s asset allocation includes a 60% allocation to passive global equity ETFs across developed and emerging markets, and a 40% allocation to PIMCO actively managed fixed income funds. The fixed ...

True Potential has partnered with Amundi, appointing the asset manager as the strategic investment solutions partner for the national adviser’s Growth-Aligned fund range.

At the Hubbis Investment Forum Hong Kong 2025, Janus Henderson Investors’ Stephanie Joeson and Keith Chan made a case for the ...

Dwayne Fernandes, partner and senior adviser at Principal Edge, said as the biggest wealth transfer in Australia’s history ...

Over the past year, equity markets in India have seen a lot of volatility, and returns have been lacklustre, amid global ...

ReAPS Asset Management Limited, a wholly owned subsidiary of APS Bank and investment manager of the APS Funds range, reported encouraging performance across the suite of Funds for the year ended 31 ...

The Nuveen Multi-Asset Income Fund offers a 10.63% yield, 9% discount, and mixed returns. Here's what investors need to know ...

Antrim Balanced Mortgage Fund delivers stable yield, zero NAV volatility, and low correlation to public markets—helping advisors strengthen portfolios when traditional fixed income falls short.