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Diversified Income / Balance / Growth Trusts

Diversified funds are designed for medium term investors who seek capital growth from a diversified pool of investment assets.

A balanced fund tends to provide an even spread of investments over growth assets and income producing assets; for example shares, property, fixed interest and cash. By investing in different assets, the effect of a downturn in any one market is reduced, providing higher stability for the investor.

Capital stable/secure funds will have a higher portion of fixed interest and cash type investments to lower the risk, whereas a growth funds will have a higher portion in shares - a higher risk but generally a higher return.