Equity

An equity fund is a fund that invests primarily in stocks. The objective of an equity fund is generally to seek long-term capital appreciation. These type of funds may focus on certain sectors of the market or may have a specific investment style, such as investing in value or growth stocks.

Fixed Income

A fixed income fund is a fund that invests primarily in bonds or other debt securities. Fixed income funds generally pay a return on a fixed schedule, though the amount of the payments can vary. Investors may consider this type of fund for their potential for income generation and capital preservation.

Alternatives

Potentially attractive for investors seeking to reduce volatility and improve returns in their portfolios, alternatives funds invest in a variety of strategies and asset classes, looking to provide risk and return profiles that have lower correlations to traditional asset classes (such as equities, fixed income, and cash).

Multi Asset

There's more to diversification than just combining bonds and stocks. A multi-asset fund offers exposure to a broad number of asset classes, often offering a level of diversification typically associated with institutional investing. Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index-tracking funds, financial derivatives as well as alternative investments. This diversity allows portfolio managers to potentially balance risk with reward and deliver steady, long-term returns for investors, particularly in volatile markets.

Balanced

A balanced fund primarily invests in a mixture of both equities and fixed income securities. Unlike life-cycle or target date funds, balanced funds generally stick to a relatively fixed asset mix. Balanced funds are designed for investors seeking a mixture of income and capital appreciation, with potentially less volatility, all in one fund.

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