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The Lowesby Balanced Fund

Fund

ISIN GB00B5QHB621 / Valor null

NAV (2026-06-17)
GBP 1.88+2.05%

The Lowesby Balanced Fund
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The Lowesby Balanced Fund aims to grow your investment and provide steady income by diversifying across various asset types worldwide. At least half of the fund is invested in global stocks, while the rest includes money market instruments, bank deposits, gold, and other financial tools to help manage and optimize the portfolio. Additionally, the fund may invest in other investment schemes to access a broader range of stocks and bonds from different regions and sectors. Managed actively, the fund’s managers adjust the mix of investments based on market conditions to achieve balanced growth and income.

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Tags:
msci world global equities balanced portfolio

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