The Wealth Builder Balanced Fund makes full use of its flexible investment guidelines within the UCITS III framework. This means that it has the ability to use derivative strategies for investment purposes (not simply for efficient portfolio management), which further enhances the diversification of the Fund. Derivatives, which derive their value from the performance of an underlying asset, can be used to add extra precision to the management of the portfolios and are an extremely efficient and cost-effective means of hedging unwanted risks in a portfolio.

The Fund can invest in a broad range of asset classes, regions and strategies – depending on which the fund managers view as most attractive, subject to a limit for each asset class.

The Fund is primarily managed on a multi-manager basis. As a complete and balanced portfolio of different asset classes in a single fund, we believe that it is ideal as a core portfolio holding and can be a useful tool for balancing portfolio risk.

Fund Ratings