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The Balanced Return Fund performance update webinar



"What makes the Balanced Return Fund so unique is its defensive construction, targeted use of derivatives, and systematic implementation within both its allocations and at the wider portfolio level."


After a strong year for the Balanced Return Fund, Fund Manager, Jack Roberts, and Partnerships Director, Eleanor Williams, were delighted to update investors on its performance, provide a reminder of how the fund works and give insight into how investors could benefit by including the multi-asset fund in their portfolios in this Q&A.


PAST PERFORMANCE DOES NOT PREDICT FUTURE PERFORMANCE.

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