Schroder Special Situations Fund Cazenove GBP Balanced C Distribution GBP

Schroder SSF Cazenove GBP Balanced is a globally diversified fund that actively invests in a mix of assets to achieve capital growth and income. Its portfolio includes up to 60% in equities and equity-related securities, ensuring exposure to global stock markets. Additionally, it allocates between 20% to 50% in fixed and floating rate bonds for income and stability. The fund also invests up to 35% in alternative assets such as real estate, exchange-traded funds, and other collective investment schemes. A portion of the portfolio is held in cash, and the fund may use derivatives to manage risk and enhance efficiency.