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
|Fund||Base Currency||Fund Size|
|Overall Risk Grading||YTD|
|Templeton Global Balanced A(Qdis)USD||USD||563||medium||4.61||(2.53)||(2.26)||(0.59)||19.86||4.70||5.86|
|CCB Principal Selected Gth Mixed Asset H||RMB||2,074||*||high||(0.48)||1.07||(6.95)||(5.80)||19.69||26.09||13.98|
|Allianz Income and Growth AT USD||USD||38,266||high||7.69||(1.55)||0.29||6.13||19.66||12.01||11.36|
|BGF Dynamic High Income A2 USD||USD||3,591||high||7.05||(2.23)||(0.32)||4.33||16.48||6.40||N/A|
|AB Em Mkts Mlt-Asst A Acc||USD||1,046||high||0.96||(3.97)||(5.94)||(2.13)||16.43||7.16||5.80|
Source: Morningstar (as of 9/30/2021)
*Source: Morningstar (as of 8/31/2021)
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.