The fund aims to deliver long term capital growth in a risk-balanced fashion by investing in funds that aim to maximise the upside capture of market performance, whilst simultaneously limiting market downside. The fund only invests in other funds (on a multi-managed basis) and not directly into the market, with the fund manager utilising extensive market experience and access to choose funds that exhibit the required return profile best.

The Global Balanced Fund is run by an experienced investment team, who use their knowledge of both traditional and alternative investing strategies to build a portfolio that provides a welcome diversifier to the traditional balanced portfolios, whilst still aiming to achieve optimal balanced outcomes for the investor.