Evelyn Global Balanced Portfolio Institutional USD Acc
ISIN IE00BMW44V24 / Valor null
Evelyn Global Balanced Portfolio Institutional USD Acc
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The Evelyn Global Balanced Portfolio seeks long-term growth by investing in a diverse range of international assets. It primarily holds a variety of funds, ETFs, investment trusts, and investment companies that include both company shares and bonds. Additionally, the portfolio includes some financial derivatives linked to bonds and indices, as well as direct investments in bonds. The fund also indirectly invests in commodities, commercial property, and residential property, ensuring a well-rounded and actively managed mix of equities and debt to balance capital growth and income.
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