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

  • 02 Nov 20
  • 1.41MB
  • PDF

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Latest report and accounts

CDF interim long report

  • 27 Nov 20
  • 1.17MB
  • PDF

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CDF annual long report

  • 24 Jul 20
  • 2.12MB
  • PDF

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Application form

Terms and conditions

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.