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The investment objective of the Fund is to achieve a combination of income and capital growth within the boundaries of the Fund’s risk profile, which for this Fund is average risk. The Fund achieves this through returns from assets such as equities, real estate, commodities, cash instruments, and government or non-government bonds, and may be weighted to any one or more of these asset classes in line with the Fund’s investment objective. Derivatives may also be used for the purpose of hedging and/or meeting the investment objective of the Fund, and the Fund may be leveraged as a result. They may be used to reduce risk and/or costs in the Fund, and to generate returns. This Fund is appropriate for a retail or institutional investor, with an investment horizon of at least 5 to 10 years, who is prepared to accept some risk.
Gary Reynolds Since 26-Feb-2007
Gary co-founded COURTIERS in 1982. As Chief Investment Officer, Gary is responsible for COURTIERS' investment analysis,...
Caroline Shaw Since 26-Feb-2007
Caroline joined COURTIERS in 2000. She holds a Masters degree in engineering and started her working career as a civil...
Gary co-founded COURTIERS in 1982. As Chief Investment Officer, Gary is responsible for COURTIERS' investment analysis, risk modelling and portfolio strategy. He is a...
Caroline joined COURTIERS in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and...
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Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU
01491 572294 (Fax Number)01491 578368 (Main Number)
COURTIERS Total Return Balanced Risk A
Risk Score 61.00
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Initial Charges: max.;
All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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