TM UBS (UK) Balanced F GBP Income
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General Objective
The fund aims to generate income and capital growth over the longer term (5 year rolling period) through a portfolio of investments.
Fund Exposure
The fund's exposure will mainly be to equities and bonds, with at least 60% allocated to these asset classes. The equity and bond allocations will each have exposure to the UK, with equity exposure typically between 34-64% and bond exposure typically between 31-61%. The fund will primarily invest in UK equities and UK or global bonds issued in sterling or hedged back to sterling.
Risks
The fund may be subject to market risk, credit risk, interest rate risk, and currency risk. Additionally, as the fund is actively managed, there is a risk that the Investment Manager's decisions may not always be successful in achieving the fund's objectives.