Libero Balanced Fund B Income

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.