Evelyn MM Endurance Balanced

Select share classes
There is only one type of share class for this fund.

Evelyn MM Endurance Balanced Fund Class B Income Shares

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

175.90p

arrow-up0.90p (+0.51%)

Fund Code

SMENI

B43LJX3

GB00B43LJX34

Prices updated as at 09 May 2025
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Prices in GBX

Investment objective
The objective of the Fund is to achieve a balance between capital growth and income, over the long term (over 4 to 7 years). The Fund is actively managed and in normal market conditions invests at least 70% of its assets in UK and European domiciled collective investment schemes (“CIS”). The CIS in which the Fund invests will themselves invest in their own portfolio of assets, e.g., such assets may include shares of companies anywhere in the world, bonds and hedge fund strategies. Exposure to shares will be in the region of 40-85%. The Fund’s asset allocation will be actively managed and so will provide exposure to a range of asset classes and geographies, rather than investing in one region or sector.

Growth chart of 1,000

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Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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