Strategy and Objective
The RF Global Balanced Fund is an open-ended USD-denominated mutual fund that invests its assets in a portfolio of global equity mutual funds, equity Exchange Traded Funds (ETFs) and global fixed income securities with exposure to the US, Emerging Markets, European value stocks and Asian recovery positions.
The fund follows a broad global equity allocation mandate, with core positions in European and Asian value funds and seeks global fixed income securities with shorter duration as well as diversified fixed income Exchange Traded Funds (ETFs) to achieve its investment objectives.