Keeping your capital golden
25 June 2018
Gold and the merits of holding the shimmering commodity in a...
If your investments fall in value, you could lose money. Tax allowances and the benefits of tax-efficient accounts could change.
Our Balanced Fund invests in other funds whose underlying holdings are invested across equities, bonds and commodities.
The funds’ assets are managed on a medium to long-term perspective, which we believe reduces the ever increasing effect of market noise and should help them outperform more short-term momentum-orientated managers over the long term. This may mean that the funds underperform their sector peers in some years, as the managers prefer not to chase markets, but instead look for assets or sectors which they believe are undervalued and have strong potential for a re-rating. Therefore, it is unlikely the portfolios will experience a high turnover and equally, we seek funds to invest in that also have lower than average turnover compared to sector peers.
Our Balanced fund aims to provide some income and capital growth. The fund is suitable for investors that prefer to have exposure to developed and developing stock markets and have an appetite for medium risk returns. The fund comprises of other funds that invest in a mix of equities, bonds, gold and alternatives, which are used to diversify how much risk the manager takes to achieve returns. View our video about the Balanced Fund.
Our Ready-Made ISAs
You can invest in our multi-manager fund range in our Ready-Made ISAs. Leave the investment decisions to the experts with our hassle-free, tax-efficient investment package.
Personal investor options
Please be aware that some investments mentioned in articles linked to from this page are not available to invest in directly on our platform and are only accessible via our Multi-Manager solutions. This may be due to a number of factors including but not limited to the investment’s domesticity, investment class availability or complexity.