By using our website, you consent to your data being collected and used as outlined in our Privacy Policy.
The Pro-D Balanced Fund holds a diversified portfolio of investments across major asset classes.
It is a targeted investment solution that holds a balanced portfolio of assets.
Your money is strategically invested in 50% growth assets such as Australian and international shares, infrastructure and property, and 50% in defensive assets such as cash and fixed interest.
The Fund pro-actively manages asset allocation with a medium-to-long term outlook, reducing risk when markets are expensive and likely to disappoint, and investing to the strategic allocation when growth assets are cheap or fairly priced and offer a reasonable return for the risk being undertaken.
Our portfolio managers also ensure broad diversification and stable performance within asset classes, to further optimise overall performance.
The Fund invests across a range of active and indexed investment managers/strategies. It typically adjusts exposures gradually (in line with changes to its medium-to-long term asset allocation outlook), to achieve improved investor returns in a tax-efficient manner, and to avoid unnecessary portfolio turnover and transaction costs.
Fund Manager | Pro-D
View profileAlex joined Australian Unity in 2001. In 2005, he was appointed Portfolio Manager for Australian Unity’s range of diversified products, across various risk profiles and legal and tax structures, after four years as an Investment Analyst.
Alex has ultimate responsibility for investment performance across the range of diversified products, and his primary duties relate to strategic asset allocation, dynamic allocation and investment selection.
Previously, Alex worked for Treasury Funds Management. He has a Bachelor of Commerce and a Master of Applied Finance.
Senior Portfolio Analyst | Pro-D
View profileAllan joined Australian Unity in 2018 as a Senior Financial Adviser, having previously worked for Bridgeport Financial Services. In 2022, after 15 years in the financial advice industry, he transitioned to the funds management team as a Senior Portfolio Analyst.
Allan assists the Portfolio Manager, Alex, who oversees Australian Unity's range of diversified products which span various risk profiles, legal and tax structures.
Allan's primary duties involve asset allocation modelling, portfolio analysis, portfolio cashflow monitoring, portfolio re-balancing and trade execution, as well as creating reports for use by internal and external stakeholders.
Allan has a Bachelor of Commerce (Finance and Financial Planning Majors) and a Master of Applied Finance.
Visit our wealth news and insights to stay up to date with our latest adviser-related articles and insights on wealth and investing
Visit news and insights