Compare Balanced Managed Funds
Balanced managed funds are defined by the Investment Management Association as investment funds offering exposure to a range of different assets but with equity investments restricted to 85 per cent of the fund’s holdings. This sector now known as the Mixed Investment 40% to 85% sector requires funds to have at least 40% invested in company shares.
A balanced managed fund will often include investments in government and corporate bonds, UK and global equities, and property investments. For balanced managed funds from leading UK fund managers see below: