MAB Quarterly Review Q1 2026 - Balanced - Flipbook - Page 3
Performance summary
The Multi-Asset Blend Balanced Fund (“the Fund”) returned +0.6% over the 昀椀rst
quarter of 2026, re昀氀ecting a strong start to the 昀椀rst two months of the year followed
by a sharp market setback in March.
Given its more modest risk pro昀椀le, Fixed Income represents 24% of the strategic asset
allocation. Bond markets were positive in January and February but declined in March
as in昀氀ation concerns resurfaced, resulting in a slightly negative performance for the
quarter overall.
Equities represent 50% of your Fund. Global equities rose modestly in January and
February, supported by strong Emerging Market and Japanese performance, before
falling sharply in March. Overall, equities were negative for the quarter.
The strongest positive contributors to your Fund over the quarter were the Real
Assets and Absolute Return diversifying asset classes, which made the difference
in the context of equities and bonds both being negative.
MAB Balanced
IA Mixed Investment
20-60%
Quarter 1 2026
0.6%
-1.0%
1 year
12.7%
8.9%
3 year
27.5%
21.6%
5 year
27.4%
19.0%
22 July 2019
(Since launch)
42.8%
27.1%
The Fund has seen
a return of 42.8%
since launch in
July 2019.
The Fund performance 昀椀gures are presented net of the Ongoing Charges Figure (OCF) and
run from launch.
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