A multi-asset fund of funds that is diversified both globally and across a range of asset classes.
The objective of the Balanced Fund is to provide capital growth, that is, to increase the value of your investment, over a period of at least 3-10 years. The fund managers do this by investing into a combination of bonds, which are loans typically issued by companies and governments (including below investment grade) and shares of companies via other collective investment schemes. It is actively managed, meaning the Investment Manager decides which investments to buy or sell and when, and not constrained by a benchmark.
We launched the IFSL Ravenscroft Huntress Balanced Fund in July 2017 after over 8 years of managing the offshore equivalent.
4.6 High Yield
26.7 Global Blue Chip
|iShares UK Gilt ETF||4.9%|
|iShares UK Gilt ETF 0-5yr||5.1%|
|Pimco Investment Grade Bond||10.2%|
|Schroders Strategic Credit||5.0%|
|Smith & Williamson Short-Dated Corporate Bond||5.1%|
|TwentyFour Global Corporate Bond||10.2%|
|Royal London Short Duration High Yield Bond||4.6%|
|Fidelity Global Dividend||6.4%|
|Fundsmith Global Equity||7.8%|
|GuardCap Global Equity||5.1%|
|Lindsell Train Global Equity||7.4%|
|Arisaig Global Emerging Markets Consumer||3.9%|
|Brown Advisory Latin American||4.1%|
|First State Asian Growth||3.9%|
|Polar Capital Global Healthcare Opportunities||5.0%|
|Polar Capital Global Technology||5.3%|