Close Balanced Portfolio Fund X Acc

The fund aims to provide a regular income stream along with some capital growth over the medium term, with a focus on conservative risk and volatility levels.

The fund will hold at least 80% of its portfolio in a mix of equities and fixed interest securities. It may invest in equities globally, across various sectors and market capitalizations, while also including government and corporate bonds (including emerging market and high yield bonds). The fund may also invest in other transferable securities, collective investment schemes, money market instruments, and alternative asset classes.

Risks associated with this fund may include market fluctuations, credit risk, interest rate risk, currency risk, liquidity risk, and the potential impact of derivative usage for investment purposes and portfolio management. Investors should carefully consider these risks before investing in the fund.

https://www.closebrothersam.com/our-services/investment-management/our-funds/close-portfolio-funds/close-balanced-portfolio-fund