TrinityBridge Conservative Managed Fund X ACC

The Close Managed Conservative Fund seeks moderate growth and some income over the medium term by investing primarily in a diverse mix of global equities and fixed interest securities. Its portfolio includes actively and passively managed mutual funds, closed-ended funds, and ETFs, featuring companies of all sizes and sectors worldwide, including those in emerging markets. On the fixed interest side, the fund holds government and corporate bonds. The fund’s asset allocation is actively adjusted within a conservative range, keeping equity investments between 20% and 60% to maintain a balanced risk and return profile.