Best Balanced Funds in 2022

Balanced funds, also known as hybrid funds, are a type of investment fund that seeks to balance a portfolio of stocks, bonds, and other asset classes in an attempt to provide investors with both capital appreciation and income. Balanced funds typically invest in a mix of stocks and bonds, with a varying allocation between the two depending on the fund’s investment objectives.

The purpose of a balanced fund is to offer investors the benefits of diversification by investing in a mix of asset classes, while also providing a degree of stability through exposure to bonds or other fixed income securities. This makes balanced funds a popular option for investors who want to participate in the stock market but are also looking for some degree of safety and stability.

Balanced funds are managed by professional fund managers who are responsible for selecting the individual stocks and bonds that make up the fund’s portfolio. Investors can purchase shares in the fund, which represent a portion of the fund’s overall holdings, and receive a share of the income and capital gains generated by the fund.

Which Balanced Funds managed by International Banks have had the best performance so far in 2022? Here is the list.

The best performing Balanced Funds in 2022 (in local currency):

– Barclays -2.84%

– HSBC -6.03%

– Societe Generale -7.23%

The worst performing Balanced Funds(in local currency):

– Blackrock -26.45%

– Wells Fargo -20.56%

– Credit Suisse -14.03%

The best performing Balanced Funds in the last 5 years (in local currency)

1. Goldman Sachs Balanced Allocation Portfolio (USD) +17.55%

2. JPMorgan Global Balanced A (USD) +17.38%

3. Barclays Multi-Asset Balanced (GBP) +15.92%

4. Societe Generale Moorea Global Balanced Allocation Portfolio RUHE (USD) +15.75%

5. Safra Sarasin Sustainable Multi Asset (EUR) +11.08%