This fund is suitable for investors who seek to invest in a balanced portfolio offering exposure to all sectors of the market. The fund aims to achieve a reasonable level of current income and offers investors with long term capital growth. This would be achieved by investing in a diversified spread of equities and fixed income securities.

The fund invests in listed shares and preference shares including property shares and property loan stock among others. The fund will have a bias towards equities offering long term value.

The portfolio may have a maximum of 10% direct and/or indirect off shore exposure as a hedge against inflation. This fund is therefore attractive to investors who are looking for medium to high returns.