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Close Sustainable Balanced Portfolio Fund

The investment objective of the Fund is to provide capital growth with some income over the medium term (i.e. more than 5 years).

The Fund will invest in shares, bonds (corporate and government), exchange traded funds (ETFs) and third-party funds (investment funds managed by other firms, including unit trusts).

Investor information

Prospectus

Latest report and accounts

Application form

Terms and conditions

CBAM Terms and Conditions

847.3KB | pdf | size

These terms and conditions apply to new clients who signed up after 1 November 2023, and shall apply to all other clients with effect from 2 January 2024.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.