Our balanced funds are actively managed and aim to provide investors with the opportunity to achieve long term capital appreciation with a moderate level of income. Balanced funds are suitable for retirement and other savings funds that do not perform their own asset allocation and are looking to enhance their risk adjusted returns by using the investment and asset allocation expertise of Element Investment Managers.
A balanced portfolio, managed with a focus on the risk of loss, is deemed an appropriate vehicle to achieve absolute returns for a retirement fund over the long term.
Institutional funds that do not qualify for the segregated minimum, may invest in the Element Investment Managers Pooled Funds.
