FP Mattioli Woods Funds ICVC - FP Mattioli Woods Passive Balanced Fund C Class GBP Income

The FP Mattioli Woods Passive Balanced Fund focuses on preserving capital and achieving growth by investing primarily in a diverse global portfolio. It allocates at least 80% of its assets to passive investment vehicles such as ETFs and mutual funds, encompassing a wide range of assets including global equities, bonds, real estate, infrastructure, and commodities like gold. Typically, around 65% of the fund is invested in shares, while the remaining portion is distributed among fixed income securities, property, alternative assets, and short-term instruments. This balanced approach aims to provide both capital growth and income over a long-term investment period.