NEWS - BALANCED MANAGEMENT
The Capel Cure Sharp (CCS) fund Hallmark Growth changed sectors from Active Managed to Balanced Managed. CCS realigned the portfolio so its bonds element had a weighting of 15%.
The offering had been moved to the Active Managed sector two months previously in the Autif sector reclassification as it had more than 85% in equities. The group felt that other funds in this sector did not represent a meaningful comparison.
Categories: Balanced Management
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COMMENTS
THE BIG QUESTION
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