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).


CDF prospectus

  • 09 Nov 21
  • 1.19MB
  • PDF


Latest report and accounts

CDF interim long report

  • 30 Nov 21
  • 1.18MB
  • PDF


CDF annual long report

  • 28 Jul 21
  • 2.12MB
  • PDF


Application form

Terms and conditions

CBAM Terms and Conditions

  • 05 May 22
  • 0.65MB
  • PDF


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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.