Balanced Managed Fund
The Balanced Managed Fund aims to provide capital growth through investments in a diversified portfolio of collective investment schemes, giving exposure to many of the world's stock markets. The fund can hold significant amounts in fixed interest funds, should the manager feel the potential risk and reward of this asset class could add to the overall fund's performance. Income distribution is not a consideration in the structure and management of this fund.
The fund's benchmark is the Financial Times/Association of Private Client Investment Managers and Stockbrokers Balanced Index. This is known as the FT/APCIMS Balanced Index.