TrinityBridge Balanced Portfolio Fund X ACC

The Close Balanced Portfolio Fund seeks to provide regular income and some growth over more than five years by investing primarily in a diverse mix of stocks and bonds. At least 80% of its investments are split between equities and fixed interest securities, with equity holdings ranging from 20% to 60%. The fund includes shares from companies worldwide across all sectors and sizes, including those in emerging markets, as well as a variety of government and corporate bonds, including high-yield and emerging market bonds. An active management approach adjusts the portfolio to maintain a conservative risk level and respond to changing market conditions.