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Balanced

This portfolio was devised to provide a long-term capital return in excess of the IMA Balanced Managed Sector.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds across a broad range of international markets enabling a better trade-off between risk and return.

The performance of all funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by an investment committee.

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