FWD Asset Aggressive Balanced Fund

FWD Asset Aggressive Balanced Fund is a balanced mutual fund which is designed as an aggressive balanced fund, with maximum 79% allocation in equities (domestic and offshore).

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FWD Asset Aggressive Balanced Fund aims to achieve optimal investment return by investing in a diversified portfolio of equity fixed income and money market instruments. Portfolio management is dominated by selection of investment strategy that can be altered according to changes in market conditions. Allocation in each asset class may be adjusted according to market dynamics, and guidelines for individual security selection may be altered depending on the fund manager's outlook on the performance of the instrument. The fund may also invest in the remainder in bonds, money market instruments, and in foreign denominated securities as regulations permit.

Fund Characteristics
  • Actively managed aggressive balanced fund with bottom up stock selection process 
  • Flexibility in application of multiple strategies or themes for equity and/or fixed income investments 
  • Designed for investors with long term investment horizon  
  • Return potential: moderate 
  • Risk level: medium to high


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).