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).

Investor Information

Close Portfolio Fund

  • 14 Sep 23
  • 0.11MB
  • PDF



CDF prospectus

  • 01 Aug 23
  • 1.24MB
  • PDF


Latest report and accounts

CDF interim long report

  • 28 Nov 22
  • 0.56MB
  • PDF


CDF annual long report

  • 21 Jul 23
  • 0.88MB
  • PDF


Application form

Terms and conditions

CBAM Terms and Conditions

  • 25 May 22
  • 0.69MB
  • PDF



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.