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The Balanced Growth fund package is designed to achieve diversified growth over the long-term with some income by investing in a selection of funds which focus on UK equities, international equities, bonds and property respectively.

| Fund | Weighting | Effective initial charge |
Annual management charge |
MorningStar Rating ™ |
|
|---|---|---|---|---|---|
| Rensburg UK Select Growth | 50% | 0.00% | 1.50% | ![]() |
|
| M&G Global Leaders A Acc | 30% | 0.50% | 1.50% | ![]() |
|
| INV PERP Corporate Bond Inc | 10% | 0.00% | 1.00% | ![]() |
|
| First State Glb Listd Infrast AD | 10% | 0.50% | 1.75% |