Multi-Asset Fund

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Multi-Asset Fund
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Multi-Asset Fund

Multi-asset fund can invest in a variety of asset classes such as equity, equity-related securities, high-yield bonds, investment-grade bonds, emerging market bonds, convertible bonds, asset-backed securities, deposits, and money market instruments.

Top 5 Performing Funds

FundBase CurrencyFund Size
(USD/Million)
Overall Risk GradingYTD
%
1M
%
3M
%
6M
%
1Y
%
3Y (Annualized)
%
5Y (Annualized)
%
Templeton Global Balanced A(Qdis)USDUSD563medium4.61(2.53)(2.26)(0.59)19.864.705.86
CCB Principal Selected Gth Mixed Asset HRMB2,074*high(0.48)1.07(6.95)(5.80)19.6926.0913.98
Allianz Income and Growth AT USDUSD38,266high7.69(1.55)0.296.1319.6612.0111.36
BGF Dynamic High Income A2 USDUSD3,591high7.05(2.23)(0.32)4.3316.486.40N/A
AB Em Mkts Mlt-Asst A AccUSD1,046high0.96(3.97)(5.94)(2.13)16.437.165.80

Source: Morningstar (as of 9/30/2021)
*Source: Morningstar (as of 8/31/2021)

Main Risks

The level of return and risk generally lies between fixed income funds and equity funds depending on the allocation between equity and bond in the portfolio.

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