"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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