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Close Balanced Portfolio Fund

The investment objective of the Fund is to generate capital growth with some income.

The Fund will invest primarily in equities and fixed interest securities.

Investor information



Latest report and accounts

Application form

Terms and conditions

CBAM Terms and Conditions

847.3KB | pdf | size

These terms and conditions apply to new clients who signed up after 1 November 2023, and shall apply to all other clients with effect from 2 January 2024.


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.