CG Portfolio Fund GBP Class V

The CG Portfolio Fund seeks long-term capital growth by actively managing a diverse mix of investments. Approximately 30% of the portfolio is invested in ordinary shares of investment trusts and companies with interests in global and UK equities, real estate, infrastructure, commodities, and precious metals. The fund also incorporates exchange-traded funds, warrants, and convertible bonds and loan stocks to gain additional exposure to these sectors. The remaining assets are allocated to government bonds, corporate bonds with both fixed and floating rates, and cash, ensuring a balanced approach that considers value, risk, and liquidity.