CG AJ Bell Balanced Fund Class I Accumulation

CG AJ Bell Balanced Fd mainly holds a diversified mix of assets aimed at balanced growth: more than 80% is invested in index‑tracking strategies (primarily collective investment schemes) alongside direct equities, bonds and other transferable securities, with the rest in defensive holdings like cash, fixed‑interest securities and money‑market instruments and in alternative exposures such as property and commodities; it can also use non‑index funds, deposits and near‑cash instruments and may include emerging‑market exposure, with no fixed geographic or sector bias.