ESG Balanced Fund

The ESG Balanced Fund invests entirely in other Funds, except to the extent cash is held for liquidity purposes. The allocation of the Fund into the underlying Funds is determined by its strategic asset allocation. The Fund incorporates the ethical investment criteria of each of the underlying Funds.

Key Features

• Diversified across equities, bonds, and direct commercial property
• Combines income and growth assets in a balanced portfolio
• Exposure to both listed markets and private market assets
• Strong ESG and ethical investment criteria
• Fully fund-of-funds structure for simplified access and oversight

Suitable For

• Investors seeking a balanced mix of income and growth
• Medium-term horizon (4+ years)
• Those preferring a single, diversified investment solution
• ESG-conscious investors
• Investors valuing simplicity and professional management

Figures correct as at 31 March 2025.

Please refer to the Product Disclosure Statement for more information, including for details on the management fees and estimated administration charges that make up the annual fund charges.

Returns are before fees, expenses and taxes and annualised for periods longer than one year. Past performance is not indicative of future performance and is not guaranteed by Trust Management, the Supervisor or the underlying Investment Managers. Performance calculations for the Funds comprise the returns for the Trust Investments Group Investment Funds up to and including 31 March 2020 and for the Trust Management PIE Funds from 1 April 2020.