Are balanced funds a dying breed?

"Globally, clients have called for the death of the traditional balanced fund. It is not hard to understand why. The balanced funds of the nineties tend to be unsophisticated products that failed clients on several levels as the funds were more concerned with beating their peers than meeting the real needs of clients: wealth accumulation."
- Source: Balanced funds are dead. Long live balanced funds! by Philip Saunders & Marc Abrahams, Investec Asset Management

Piet Viljoen, Fund Manager for Regarding Capital Management will be addressing the issue of balanced funds at the Asset Allocation Summit 2007 running from 26 - 30 March 2007 at The Forum/The Campus, Johannesburg. His session entitled Balanced funds versus specialist funds: are balanced funds a dying breed?" is sure to spark debate amongst delegates.

Some of the other exciting topics that will be discussed include:

* Current trends in the approach of pension funds' asset allocation - presented by Mike Faasen, Group Principal Officer: Post Office Pension Fund, South African Post Office Limited, South Africa

* Asset allocation: a retirement fund trustees perspective - presented by Barry Shipman, Consultant: Retirement Funds, Chamber of Mines of South Africa, South Africa

For more information visit www.terrapinn.com/2007/assetza

The Asset Allocation Summit 2007 features 29 industry leaders, 7 hours of networking and 4 panel discussions.

Asset Allocation Summit - the big event for the big picture.

Lmay Driessel
Marketing Manager
Terrapinn Ltd
Tel: +27 11 516 4016
Fax: +27 11 707 8342