SVS Brooks Macdonald Blueprint Balanced A Acc

SVS Brooks Macdonald Blueprint Balanced seeks long-term growth and income by investing at least 70% of its portfolio in a diverse mix of open and closed-ended funds. The fund balances its investments among fixed income securities, global equities, and alternative assets, with equities making up between 40% and 85% of the portfolio. Its equity holdings include companies from any sector and market size worldwide, while the fixed income portion consists of government and corporate bonds from around the globe, spanning investment grades to unrated bonds. Additionally, the fund invests in alternative assets such as commodities, hedge fund strategies, infrastructure, property, and convertible securities, ensuring a well-rounded and adaptable investment approach.