TrinityBridge Conservative Portfolio Fund A INC

The Close Conservative Portfolio Fund aims for moderate capital growth and some income over more than five years by investing primarily in a balanced mix of global equities and fixed interest securities. At least 80% of the portfolio is dedicated to a diverse range of stocks from various sectors and market sizes, including both developed and emerging markets, as well as to government and corporate bonds, which can range from investment-grade to higher-yielding types. The fund is actively managed to maintain a conservative risk and volatility level, adjusting the allocation between equities (kept between 20% and 60%) and bonds in response to changing market conditions.