Prima Balanced Fund 

The objective of the Prima Balanced Fund is to provide capital growth and income over 4 years. The Fund will invest a minimum of 70% in regulated collective investment schemes (which may include schemes operated by the manager, associates or controllers of the manager), in any economic sector and any geographic area, across a wide range of assets. The Fund may also invest directly (maximum of 30%) in shares, bonds, cash, near cash instruments, investment trusts, real estate investment trusts (REITs) and structured products which may embed a derivative. Overall exposure to shares, either held directly or through regulated collective investment schemes will be a minimum of 40% and a maximum of 85%. The Fund will be actively managed and therefore the manager will use their expertise to select investments, rather than tracking a stock exchange or index, to take advantage of changing worldwide economic conditions.