The Balanced Fund aims to deliver capital growth over the medium term through a balanced portfolio of bonds and equities.
In line with our sterling denominated fund, the fund provides global exposure, but it is priced in USD. In addition, the bond element is hedged; reducing the impact foreign currency volatility has on the fixed income returns.
Aligned with long term themes, the fund is suitable for investors with a moderate tolerance for capital volatility and a medium term time frame (three years or longer). The fund has a flexible mandate which allows up to 60% of the portfolio to be exposed to equities and at least 30% of the portfolio to be exposed to fixed income and/or cash investments. We are active managers and not constrained by stock market indices or benchmarks.
