SVS Brown Shipley Balanced Fund I Income

The SVS Brown Shipley Balanced Fund aims for medium-term growth by investing primarily in a diversified mix of global shares and fixed interest securities, with share allocations maintained between 40% and 85%. It actively adjusts this balance based on market conditions and also includes investments in transferable securities like ETFs and closed-ended funds, other investment funds, cash, and money market instruments. Additionally, the fund gains exposure to alternative assets such as commodities, infrastructure, property, and hedge fund strategies through collective investment schemes. The fund incorporates environmental, social, and governance (ESG) factors into its investment analysis to support sustainable growth.