High Street Global Balanced Fund

USD denominated
What is our Global Balanced Fund?

The Global Balanced Fund is suited to the more cautious investor seeking to grow their capital over the long term. Returns are expected to be slightly below that of equity, however, the Fund targets superior risk-adjusted returns by protecting against large market downturns. These strategies include diversification across asset classes and geographies, as well as selective hedging policies to smooth returns through market cycles.

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Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CIS’s are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. There is no guarantee in respect of capital or returns in a portfolio. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested.

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