7IM Balanced Fund X Acc
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General Objective
The fund aims to provide a balance of income and capital growth for investors.
Fund Exposure
The fund achieves its objective by investing at least 80% of its assets in other funds managed by the Manager and selected third party managers, as well as in various transferable securities including fixed income, equities, warrants, and structured products. The remaining 20% is invested in assets such as cash and deposits for liquidity purposes.
Risks
Investors should be aware that this fund may not be suitable for those planning to withdraw their money within 5 years due to the investment strategy and use of derivatives for risk management.