Mixed Investment 40-85% Shares
IA Mixed Investment 40-85% Shares
Open Ended Investment Company
The objective of the fund is to achieve capital growth over the long term, being five years or more. The minimum recommended holding term is at least five years. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Manager aims to achieve the objective of the Fund by investing in a globally diversified portfolio of investments covering different asset classes (in developed and less developed countries) that are assessed against relevant Environmental, Social and Governance (ESG) and sustainable growth themes to ensure they meet the required standards. At least 90% of the Fund’s assets (excluding deposits, cash or near cash) will meet those standards. These will include investments in fixed income, convertible bonds, equities (company shares), property company shares, deposits, cash and near cash.
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