ZnWC wrote a post · Sep 2 01:11

Guess the Fund Round #4

My bet for the highest return balanced fund in September is $Janus Henderson Balanced Fund MDis (IE00B7KXQ091.MF)$. Here is my humble analysis:

1) Based on the 1M and 3M the mutual fund has the highest return among the 5 recommended balanced funds. In the YTD performance, the fund comes out as the 2nd highest return.

2) High return also means high risk. Based on the comparison chart, the mutual fund has high volatility. Hence the return depends on the macroeconomics conditions one of which is the Fed rate cut.

3) The mutual fund portfolio consists of mainly large cap growth stocks (high risk). See Style Box. Note that past returns may not guarantee future performance. It is prudent to invest within your means and hold for the longer term if an unfavourable result is shown (disclaimer).