Balanced Funds

Balanced funds are unit trusts with underlying investments in both equities and bonds. The funds can be categorized as global, regional, sectoral and by country.


  • The advantage of investing in both equities and bonds
  • Long-term capital appreciation and stable income
  • Diversification of portfolio, assets and investment types
  • Leveraging on the expertise of professional fund managers

How to Apply

  • Visit any of our branches or contact our Personal Relationship Manager.
  • Call our 24-hour personal banking service hotline at 0800-808-889 or 02-6612-9889

Useful Link

Investment warnings

  • Investors’ investment in mutual funds through non-discretionary trust platform is not considered a deposit with the bank.  The investment is not included in the deposit insurance coverage of the Central Deposit Insurance Corporation. The Trustee Bank does not guarantee the performance of fund management; investors will be borne the investment risk and investment gains and losses.
  • The Fund's past performance is not reflective of future performance, fund prices may rise or fall and investment principal may incur loss.  Before making investment decision, investors should read the fund's prospectus, investment information, the fund profile and access the suitability of the products against his/her personal circumstances, risk appetite, investment horizon, financial situation, investment objectives and other related consideration (e.g. legal, tax and accounting impact).

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