Evelyn Global Balanced Portfolio Retail CHF Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to achieve a reasonable level of growth from capital and income over the longer-term.
Fund Exposure
The fund primarily holds investments in funds, ETFs, investment trusts, and investment companies that invest in shares of companies and debt instruments. It may also invest in financial contracts, derivatives, bonds, commodities, commercial property, and residential property. The fund has a global investment approach.
Risks
The fund may be exposed to risks associated with investing in financial contracts, derivatives, and international markets. Additionally, as an actively managed fund, there is a risk that the investment manager's decisions may not achieve the fund's objectives. Investors should refer to the Prospectus and Fund Supplement for full details on the fund's investment objectives and policies.