Value Tree Balanced Cap

Value Tree Balanced seeks to grow capital by maintaining a balanced portfolio of global equities and fixed income securities. Up to 65% of its investments are in stocks of strong, expanding, and well-managed companies, primarily in Europe and the USA. The remaining 35% is dedicated to a variety of bonds, including corporate and government bonds, as well as fixed, floating rate, and convertible bonds. The fund prioritizes high-quality investments by ensuring that no more than 30% of its bond holdings are high yield or unrated. This disciplined approach aims to achieve sustainable growth through careful selection and diversification.