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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 primarily in equities and fixed interest securities (being corporate and government bonds) through direct investment.


Latest report and accounts

CDF interim long report

549.5KB | pdf | size


CDF annual long report

900.3KB | pdf | size


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.