Do balanced funds really offer investors the best of both worlds?

SINGAPORE (Sept 30): The wise old adage about not keeping your eggs in one basket continues to hold true when investing in Asia’s volatile financial markets.

Indeed, having exposure to both Asian equities and bonds has not only rewarded fund investors with stability of returns and regular income, but also decent capital gains, over the past three years.

In fact, six of the best-performing Singapore-registered Asia allocation funds, which invest in stocks and bonds in the region, have turned in higher annualised gains compared with the 5% average yearly returns achieved by locally registered Asia ex-Japan equity funds over the past 36 months.

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