Evelyn Global Conservative Direct Fund H GBP Acc

The Evelyn Global Conservative Direct Fund aims for steady long-term growth by building a diverse global portfolio. It invests up to 40% in equities, typically holding 20–30 stocks including those from emerging markets. The remaining assets are allocated to a variety of bonds, such as sovereign, investment grade, non-investment grade, and unrated fixed income securities. Additionally, the fund includes investments in collective investment schemes like ETFs and investment trusts, may indirectly invest in commodities, and uses derivatives to effectively manage the portfolio. The fund is actively managed to select the best assets and adjust allocations to meet its growth objectives.