BRW Balanced Return Institutional

BRW Balanced Return aims to achieve high capital growth by using a flexible and balanced investment strategy. The portfolio allocates over 25% to both national and international stocks without any restrictions on country, size, or sector, ensuring a diverse equity exposure. Additionally, more than half of the portfolio is invested in bonds and cash, providing stability and liquidity. The fund treats individual stock price fluctuations as opportunities and dynamically adjusts its equity exposure using index futures to optimize growth while managing risk effectively over the medium to long term.