WS Opie Street Balanced Fund Calss R GBP Accumulation

The WS Opie Street Balanced Fund seeks long-term growth by investing globally in a diverse mix of assets. Its portfolio includes UK and international stocks, government and high-quality corporate bonds, as well as cash and near-cash instruments for liquidity. At least 70% of the fund is placed in collective investment vehicles like unit trusts and exchange-traded products, with up to 75% typically allocated to equities. Additionally, the fund gains indirect exposure to alternative assets such as property, infrastructure, private equity, and gold through these investments, ensuring a well-rounded and diversified investment strategy.