Balanced

The KHG Balanced Fund is intended to meet the needs of investors who seek growth over the medium-to-long-term.

Investment Objectives

The KHG Balanced Fund is intended to meet the needs of investors who seek growth over the medium-to-long-term and are willing to assume a medium level of risk. The portfolio of assets will primarily be collective investment schemes and may consist of actively managed funds, ETFs, investment trusts, structured products and hedge funds.

Investment exposure will be to international bond and equity markets, with the spread of investments providing diversification to reduce the risk compared to investing in a single market. Investments will be made across a spread of underlying funds encompassing equity, cash, bonds, and alternative investment schemes. These may include global as well as country, region and sector specific funds, the allocation to which will vary according to the investment manager’s outlook on growth potential.

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KHG Balanced Fund Factsheet June 2017

Please note that the KHG Balanced Fund and the KHG Diversified Income Fund of KHG Fund PLC have been temporarily suspended with effect form 12 July 2017. Please see the shareholder letter for full details.