BREXITS Absolute Balanced Fund

Investment objective summary

The Fund aims to provide steady, inflation beating growth at a lower volatility (e.g. lower fluctuations in value) than the typical equity or balanced fund

The Fund invests in a balanced portfolio of equities (e.g. company shares), bonds (contracts to repay borrowed money which typically pay interest at fixed times) and cash. Derivatives (financial contracts whose value is linked to the price of an underlying asset) are used with the aim of removing market risk

Other investments may include the units of other funds, property-related equities and bonds

The risk profile of the Fund is expected to be low to medium with returns that are not directly linked to those of equity and bond markets

Fund features

Seeks capital preservation and returns ahead of inflation