Libero Balanced Fund B Accumulation header image

Libero Balanced Fund B Accumulation

Fund

ISIN GB00B4S5LT06 / Valor null

NAV (2026-07-03)
GBP 2.44+0.12%

Libero Balanced Fund B Accumulation
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The Libero Balanced Fund seeks to provide both income and capital growth by investing in a diversified portfolio of transferable securities. The portfolio is mainly composed of 55% to 95% equity securities, supplemented by 5% to 40% in corporate and government bonds. Additionally, up to 20% can be allocated to permitted closed-ended funds such as investment trusts and REITs, and up to 5% in warrants. The fund may also invest between 5% and 30% in alternative investments like property and commodities to reduce volatility, along with deposits and money market instruments. Managed actively, the fund aims to balance growth and income through strategic investment choices.

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Tags:
capital growth msci world balanced fund

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OTHER SHARE CLASSES OF THIS FUND

Libero Balanced Fund B Income
Libero Balanced Fund B Income Libero Balanced Fund B Income
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 1.78
Libero Balanced Fund X Accumulation
Libero Balanced Fund X Accumulation Libero Balanced Fund X Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.14%GBP 2.81