EquityPlus Fund

When talking about managed funds, who says ‘aggressive-balanced’ has to be an oxymoron?

Most financial advisers would agree, when it comes to finding a balanced fund which is truly aggressive, pickings are slim. Many do not meet the needs of either individual investors or trustees. Achieving cost effective diversification combined with good prospects for growth can prove to be a real headache for both investors and advisers.

That’s where Guardian Trust’s EquityPlus Fund comes in.

In 2002 we looked at ways to improve the efficiency of investment management for modest size portfolios. It was essential that we created a fund that was cost efficient, easy to understand and provided a real “growth” focus. What was needed was an aggressive but balanced fund.