Family UK Balanced Fund

What is this fund factsheet for?

Where is the fund invested?

The Family UK Balanced Fund is invested in the Family UK Equity Fund and the Family Fixed Interest Fund.

The Family UK Equity Fund aims to achieve medium to long-term growth by investing in higher risk UK investments. To achieve its objective, the Fund invests in one or more collective investment schemes, taking into account certain ethical screening criteria where appropriate.

The Family Fixed Interest Fund invests in fixed interest investments, including UK Gilts, and sterling local authority and corporate bonds.

What are the risks?

We invest in stocks and shares because we believe there is good potential for growth over the long-term. However, there is no guarantee that this will happen and the value of the investment can fall as well as rise. This means that it is possible to get back less than has been paid in.

Annual management charge
1%

Launch date
August 2002

Last updated
20 July 2026

Fund manager
OneFamily

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Important

OneFamily cannot offer financial advice, but we are happy to provide information about our products and answer any questions that do not require advice. If you think getting independent financial advice could help you make an informed decision, please keep in mind that there will be costs involved.