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Diversified Financial Advisors

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Preview of Clerical Medical Balanced Fund of Funds: Asset Allocation and Performance Overview
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Clerical Medical Balanced Fund of Funds: Asset Allocation and Performance Overview (YW30_C8181.pdf)

152 KBEN 2 pages
The Clerical Medical Balanced Fund of Funds (launched 2004) aims for capital growth across a diverse range of asset classes, including UK and US equities, fixed income, real assets, and more, with an overall allocation of 78.9%. Managed by Steve Waddington, Michael Ford, and Jo,...
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Preview of CM Schroder Gilt & Fixed Interest Pension Fund: Asset Allocation and Top Holdings (30/09/2025)
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CM Schroder Gilt & Fixed Interest Pension Fund: Asset Allocation and Top Holdings (30/09/2025) (YA29_C8315.pdf)

307 KBEN 2 pages
The CM Schroder Gilt & Fixed Interest Pension Fund aims to provide high income with potential capital growth, investing primarily in sterling-denominated fixed interest securities across various global governments, as of September 2025. Launched in 2005, the fund is managed by...
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