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Suresh explains – for the benefit of new investors - in simple language with easily understood analogies what balanced advantage funds are, what they do and the role they play in an investment journey.
He helps us understand the importance of and elements to an asset allocation model and also explains the unique nature of this fund category – in terms of its ability to serve the most diverse needs of investors– from wealth creation to wealth protection to regular cash flow generation.
Very good primer on Dynamic Asset Allocation.
Good video
