True Potential Schroders Balanced Acc header image

True Potential Schroders Balanced Acc

Fund

ISIN GB00BV9FRN43 / Valor null

NAV (2025-02-13)
GBP 1.74-0.17%

True Potential Schroders Balanced Acc
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General Objective

The Fund aims to achieve long term capital growth and income by investing in a diversified portfolio consisting mainly of equities, fixed interest, and cash through other collective investment schemes and exchange traded funds.

Fund Exposure

The Fund will have exposure to both United Kingdom and overseas markets, with investments in equities, fixed interest, cash, private equity, property, and commodities. It may also invest in closed-ended funds, deposits, and money market instruments. The Fund may use derivatives for Efficient Portfolio Management (EPM) purposes.

Risks

Investors should be aware that the value of investments and the income from them can go down as well as up, and investors may not get back the full amount invested. The Fund is subject to market risk, currency risk, interest rate risk, and other risks associated with investing in equities, fixed interest, and other asset classes.

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Source

https://www.truepotential.co.uk/fund-administration/

Tags:
diversified portfolio multi asset

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OTHER SHARE CLASSES OF THIS FUND

True Potential Schroders Balanced Inc
True Potential Schroders Balanced Inc True Potential Schroders Balanced Inc
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Annual Return

-50%0%+50%

Risk level

110
-0.18%GBP 1.52