TM Stockwell Fund Class Income Units GBP Income

The TM Stockwell Fund aims for capital growth and income by investing in a globally diversified portfolio that is primarily made up of equities, accounting for at least 60% of its holdings. The remaining portion is allocated to fixed income assets, cash, and other securities, with the exact mix adjusted based on market and economic conditions. The fund primarily uses collective investment vehicles like investment trusts and ETFs for its equity investments, while also making direct investments and including eligible alternative assets to enhance the portfolio’s performance.