Balanced Advantage Funds: auto risk control

Balanced Advantage / Dynamic Asset Allocation funds automatically raise equity when markets are cheap and cut it when expensive, using a valuation model. You get a smoother ride without timing the market yourself.

• Risk: among the gentlest equity-linked options.
• Tax: most use derivatives to keep "equity" tax treatment even at lower net equity.

Ideal for nervous investors, retirees, or anyone wanting equity exposure with lower drawdowns.

→ Compare balanced advantage funds.