Manavest - US Blended Plus Equity USD

Manavest US Blended Plus Equity is an actively managed fund that seeks to outperform the Russell 1000 Index by investing primarily in U.S.-based companies of all sizes and across various sectors. The portfolio includes direct holdings in stocks and equity-related securities, such as closed-ended Real Estate Investment Trusts (REITs) which can constitute up to 25% of the fund. Additionally, the fund may allocate up to 49% of its assets to investments in emerging markets and another 49% to other financial instruments like debt securities, money market instruments, and diverse investment funds. This flexible approach allows the fund to adapt its investment focus based on prevailing market conditions.