SG IS Fund - Sterling Income Focus Class RG-D

Moorea Fd Sterling Income Focus builds a diversified portfolio by allocating 40–60% to equities, selecting around 30 high-dividend UK and global companies, and 25–45% to GBP-denominated bonds, including both government and corporate securities while keeping lower-grade bonds below 10%. Additionally, the fund may invest up to 20% in alternative assets and cash, using structured products and money market instruments to enhance income and maintain flexibility. This balanced approach aims to generate steady income through a mix of reliable bonds and dividend-paying stocks.