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 ...

Quant Multi Asset Allocation Direct Plan has emerged as a top performer in its category. It ranks No.1 across 3, 5 and ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.

The fund employs a 65% equity/35% fixed income allocation, using tactical overlays and diversified affiliated mutual funds for broad asset class exposure. Recent performance outpaced its custom ...

An analysis of one-year performance of active funds launched in 2024 revealed that the top performing funds came from ...

In a volatile 2025 marked by equity corrections and global uncertainty, multi-asset allocation funds quietly emerged as the ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

The investment seeks to maximize total return. The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and ...

Choosing to invest in mutual funds is often linked to long-term financial planning rather than short-term market movements ...

The article explains how fear-driven cash hoarding and overconfidence in equities can undermine long-term investment goals, ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Discover the Hong Kong Monetary Authority Investment Portfolio’s role in managing assets for the region’s stability and ...