Balanced

All-in-One Fund

A ready-made mix across stocks, bonds, and cash — one fund, professionally managed, for investors who don't want to build a portfolio themselves.

Target Return
6.0%/yr

Risk Level

Low–Moderate

Minimum Investment

$5,000

Benchmark

60/40 blended global index

Strategy overview

The All-in-One Fund combines equities, bonds, and cash in a single, professionally managed allocation — built for investors who want a complete strategy without holding five different funds.

It's the lowest-minimum, most accessible entry point into GreyMaven's institutional-style approach, and the fund most new clients start with before adding satellite positions like our Digital Assets or Property Income funds.

Built for the account in between

Target-date and balanced retail funds exist, but are often generic and rarely actively adjusted. This fund is actively rebalanced with the same discipline as our single-asset-class strategies, just blended into one holding — at the lowest minimum we offer.

Portfolio allocation

Global Equities55%

Bonds35%

Cash & Equivalents10%

Fund Facts

Minimum investment$5,000

Management fee0.25% flat

Performance feeNone

Lock-up periodNone

RebalancingQuarterly

CustodianSIPC insured

Who this fund fits

Investors who want one fund to hold as a complete portfolio, or who are new to investing and want a straightforward starting point.

Fund-specific questions

Is this fund enough on its own?+

Yes — it's built to function as a complete, diversified portfolio by itself. Many clients hold it as their only fund.

Can I add other GreyMaven funds alongside this one?+

Yes. Many clients start here, then add a satellite position like the Digital Assets or Property Income Fund as their account grows.

Why is the minimum lower than other funds?+

It's designed as the accessible entry point into GreyMaven's approach, so we set the lowest minimum across our fund lineup.