CG AJ Bell Balanced Fund Class I Income

The VT AJ Bell Balanced Fd aims for long-term growth by combining safer investments like cash, bonds, and property-related funds with higher-risk stocks. It primarily invests over 80% in index-tracking funds, including a variety of collective investment schemes, equities, bonds, and transferable securities. Additionally, the fund holds money market instruments and may include exposure to emerging markets. The portfolio is diversified across different asset types without focusing on any specific geographic area, industry, or sector.