10.02
2012 Performance
9.23
2013 Performance
3.99
2014 Performance
-0.42
2015 Performance

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

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 investments. 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.

Domicile:

Isle of Man

Currencies:

£, $, €

Dealing:

Weekly

Investment Focus:

Medium to Long-Term

Minimum Investment:

10,000

Net Target Return:

6 – 8%

Neutral Asset Allocation

Equities

Fixed Income

Alternatives

Structured Products

Cash

GBP – IM00B4JR2920

USD – IM00BYW70W83