The P.A.C. Capital Balanced Fund contains a diversified mix of defensive and growth investments. Defensive investments include income-focused assets such as cash and fixed-interest securities, and growth investments include Australian and international equities and real estate.
The P.A.C. Capital Balanced Fund portfolio is generally tilted to growth over defensive assets in line with its focus on capital growth over income returns, however allocations can change over time in line with market conditions.
Investment and performance
The P.A.C. Capital Balanced Fund aims to achieve moderate levels of capital growth as well as income returns.
The Fund aims to exceed the Morningstar Aus Multi-Sector Balanced TR Index (AUD)