U Asset Allocation - Balanced USD AD Distribution

U Asset Allocation-Balanced Port USD is an actively managed, diversified fund focused on capital growth by investing globally across a variety of assets. Its portfolio includes up to 65% in equities and equity-like instruments, up to 100% in fixed-income securities such as contingent convertible bonds, asset-backed securities, mortgage-backed securities, and catastrophe bonds, up to 50% in money market instruments, up to 30% in alternative investments, and up to 20% in convertible bonds. This broad allocation allows the fund to balance growth potential with income and stability.