Risk level


Equity Exposure


Fixed Interest/Alternatives

What is the fund’s investment objectives?

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 65% equities, 35% 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.

Data as at 30 June 2024
If you would like more information, please contact us.

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.