TM UBS (UK) Balanced C GBP Income

TM UBS (UK) Balanced aims to deliver income and capital growth by investing mainly in UK-focused stocks and bonds. The portfolio consists of 34–64% equities, with 17–42% specifically in UK companies, and 31–61% in UK sterling bonds or global bonds hedged to sterling. Most of these investments are made through collective investment vehicles, complemented by some direct holdings. The fund is actively managed to select and adjust investments over the long term, focusing on a balanced mix of growth and income from UK-based financial assets.