Balanced Fund

The DMS Stirling House Balanced Fund is a multi-asset fund that offers dynamic asset allocation and thematic stock selection.  It has been specifically designed for Low/Medium risk investors.

The assets within the DMS Stirling House Balanced Fund are continually monitored and adjusted by our Fund Manager.  It is an actively managed fund that is constantly adjusted within the low/medium attitude to risk category.

Fund Objective

The fund seeks to provide a real return over the long term through a diversified portfolio of equities, bonds, properties, alternative assets and cash.


Latest Fund Factsheet (Open PDF)

Investment Funds Prospectus (Open PDF)

Balanced Fund