The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore.
Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.
Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.
Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.
Past performance is not indicative of future performance and does not predict future returns.
|Excluding VAT||Including VAT|
|Fund management fee||1.35%||1.55%||+|
|Total Expense Ratio||1.60%||+|
|Fund Transacting Costs||0.84%|
|Total investment charges||2.44%|