Close Sustainable Balanced Portfolio Fund

The investment objective of the Fund is to provide capital growth with some income over the medium term (i.e. more than 5 years). The Fund will invest in shares, bonds (corporate and government), exchange traded funds (ETFs) and third-party funds (investment funds managed by other firms, including unit trusts).

Prospectus

CDF prospectus

  • 01 Dec 22
  • 1.25MB
  • PDF

Download

Latest report and accounts

CDF interim long report

  • 28 Nov 22
  • 0.56MB
  • PDF

Download

CDF annual long report

  • 27 Jul 22
  • 0.86MB
  • PDF

Download

Application form

Terms and conditions

CBAM Terms and Conditions

  • 17 Jun 22
  • 0.69MB
  • PDF

Download

!

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.