This fund aims to provide a combination of growth and income within a pre-determined risk profile. The fund’s potential gains and losses are likely to be limited by the objective to stay within DT’s risk profile of 3. The risk profiles range from 1 (least risky) to 10 (most risky). The fund will invest in a mix of assets, including equities, bonds, money market instruments, cash, and indirectly to alternative asset classes such as infrastructure. Typically it has higher exposure to bonds than to equities due to its lower risk profile. The fund also aims to explicitly incorporate social, environmental and governance (ESG) considerations into the investment strategy. Sustainability-related information about this instrument is available on the issuer’s website and on Freetrade’s web platform. This fund is actively managed. Income is reinvested into the fund.
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