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NEWS - BALANCED MANAGEMENT

Capel Cure fund transfers from Active to Balanced Managed

02 Aug 2004 | 01:00
Investment Week

Categories: Balanced Management

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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.

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  • Capel Cure fund transfers from Active to Balanced Managed

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