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Glossary

From A to Z, discover clear and concise explanations of key terms, empowering you to make informed decisions in the dynamic world of finance with our comprehensive glossary.

Funds which buy a combination of securities (mainly equities and bonds) to provide a combination of income and capital growth. These funds seek to avoid excessive risk to provide investors with relatively stable returns, and also manage downturns. In bull markets, balanced funds will typically not perform as well as funds with a higher equity weighting but they are seen as less risky, therefore ought to shield from losses in falling markets.

Glossary - Balanced Fund

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