Risk level
Equity Exposure
Fixed Interest/Alternatives
The investment objective of the Balanced fund is to provide income and capital growth over the medium to long term by gaining exposure to a diversified portfolio of investments. There is a slightly higher exposure to riskier assets in the Balanced fund than the Moderate fund.
The Balanced Fund includes a substantial holding in UK and overseas equities. Typical long-term asset allocation is around 75% equities, 25% in assets such as fixed interest, property and alternatives.
The Fund has access to all geographical areas and any industrial or economic sector.
Investments include equities, bonds and alternative assets such as property and infrastructure, principally through investment in funds.
| Cumulative Performance (%) | 1yr | 3yr | 5yr | 10yr |
|---|---|---|---|---|
| VT Cantab Balanced C Class1 | -5.0 | 11.7 | 17.0 | 78.6 |
| IA Mixed Investment 40-85% Shares | -1.9 | 19.0 | 18.8 | 64.5 |
| ARC Steady Growth2 | -1.9 | 17.0 | 16.5 | 56.1 |
All data from FE as at 30/04/2023
1Performance before launch date is taken from the segregated Balanced model portfolio (as verified by ARC).
2Most recent ARC data is based on estimates and is subject to change.
Risk warning:
The value of investments and the income therefrom is not guaranteed and can fall as well as rise due to stock market and currency movements. When you sell your investment, you may get back less than you originally invested. The value of overseas securities will be influenced by the rate of exchange which is used to convert these to sterling. The opinions expressed herein are those of Cantab Asset Management Ltd and should not be construed as investment advice. Past performance is not a guide to future performance.