Balanced Funds

Our balanced funds take advantage of our expertise in finding fixed income securities that pay the most attractive yield for a given portfolio risk with active equity portfolio management that exploits market inefficiencies.

Fund Name Inception Date Share Type ISIN Bloomberg Ticker
FWD Asset Balanced Fund Feb 2004 Accumulation IDN000009909 FSIBALA IJ Equity
FWD Asset USD Balanced Plus Fund Aug 2012 Accumulation IDN000137809 FSIUSBP IJ Equity
FWD Asset Aggressive Balanced Fund Sep 2005 Accumulation IDN000025905 FSISTRA IJ Equity