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Fund Investment Objectives

The Fund aims to achieve a balance between capital growth and reasonable income through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. Thames River Balanced Managed is an actively managed fund of funds looking to deliver long-term capital growth. In keeping with this growth objective the portfolio has an emphasis on equities - blending a core allocation to the UK stock market with the most compelling global opportunities. Equity positions are complemented with a meaningful fixed income weighting.