Evelyn Global Balanced Direct Fund H GBP Acc
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General Objective
The fund aims to achieve moderate capital growth over the long term by predominantly investing directly in equity and fixed income markets.
Fund Exposure
The fund is exposed to a multi-asset portfolio of global equities and fixed income assets, with equities typically representing up to 60% of the portfolio through 20-30 holdings. The fund may also have exposure to emerging markets and invest in sovereign, investment grade, non-investment grade, and unrated bonds. Additionally, the fund may hold collective investment schemes, including exchange traded funds, contractual funds, investment trusts, and investment companies. There is also the possibility of indirect investment in commodities.
Risks
The fund is actively managed, meaning that investment decisions are made with the intention of achieving the fund's objectives. However, as the fund is not managed by reference to a benchmark, there is a risk that the investment manager's decisions may not align with market trends or expectations. Additionally, the use of derivatives for efficient portfolio management, investment, and hedging purposes may introduce additional risks to the fund.