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RIL Balanced Fund
Fund overview
The Responsible Investment Leaders Balanced Fund gives investors access to capital growth and some income by investing in a portfolio diversified across all asset types, but with an emphasis on growth assets (shares and property).
Key features
- A diversified multi-manager strategy that blends manager styles and asset classes, with the objective of providing investors with competitive returns across a range of markets.
- A robust investment process that combines a sustainability focus with stringent financial analysis.
- Access to specialist managers and sustainability consultants within Australia and internationally.
The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 ratings presented in this document are limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
