When is a Balanced Fund not a Balanced Fund?


There has been discussion recently on the difficulty of comparing apples with apples when it comes to Balanced super funds.

Chris Brycki – Founder and CEO of Stockspot has a 2 parter titled “How super funds play the ratings game

And Marshall Brentnall – Financial Adviser at Evalesco posted a terrific thread on Twitter about how funds can differ in defining some asset classes as growth or defensive.

Leave a Reply