SVS Brown Shipley Cautious Fund I Income

SVS Brown Shipley Cautious Fund aims for medium-term growth by investing globally in a balanced mix of stocks and a variety of bonds, keeping stock holdings between 0% and 35% to maintain a cautious approach. The fund actively manages its portfolio, including investments in transferable securities, other investment funds, cash, and money market instruments. Additionally, it explores alternative asset classes like commodities, infrastructure, and property through collective investment schemes, while incorporating environmental, social, and governance (ESG) factors into its investment decisions.