FWD Asset Balanced Fund

FWD Asset Balanced Fund aims to achieve capital appreciation in a medium to long term investment horizon through investment in Indonesian equity and fixed income securities, with emphasis on the flexibility of asset allocation to maximize portfolio return.

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FWD Asset Balanced Fund is a balanced mutual fund which is managed as a conservative balanced fund with a risk level and volatility slightly above fixed income funds but with the advantage of additional potential gains arising from a limited, but flexible, exposure in equities. The fund invests the remainder in bonds, money market instruments, and it may also invest in foreign denominated securities as regulations permit.

Fund Characteristics
  • Invests in equity and fixed income instruments 
  • Flexible asset allocation 
  • Based on fundamental analysis 
  • Medium to long term investment horizon 
  • Return potential: moderate 
  • Risk level: medium 


Investment involves risks. Investors should read the Prospectus before deciding whether to subscribe for or purchase units in the Fund. The value of the units in the Fund(s) and the income from them may rise as well as fall. Past performance figures are not necessarily a guide to future performance. Neither is any forecast made necessarily indicate of the future or likely performance of the Fund(s).