The investment seeks long-term total return. The fund's manager employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by ...

The investment seeks capital appreciation. The fund seeks to provide exposure to a blend of digital assets and precious metals, primarily focusing on bitcoin and gold. The fund employs a dynamic asset ...

Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...

At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...

Wealth advisers Kirtan Shah and Nisreen Mamaji said hybrid fund categories differ mainly by asset allocation and risk ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Pune, Sept. 11-- Bajaj Allianz Life, one of the leading private life insurers in India, launches a unique fund proposition in the ULIP segment today. Bajaj Allianz Life's Dynamic Asset Allocation Fund ...

Fund is first to offer a GMO Asset Allocation strategy in ETF vehicle BOSTON--(BUSINESS WIRE)-- GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

In 2025, equity performance varied significantly with silver funds leading at 128% returns. Large and midcap funds excelled ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...