The Doric Approach
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.
Portfolio 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.
Downloads
Latest Balanced Fund Factsheet (Open Here)
Investment Fund Prospectus (Open Here)
Key Investor Information (Open Here)
Stirling House Financial Services Limited is a wholly owned subsidiary company of Mainstone Asset Management Limited Registered in England and Wales Nº 07294049.
Stirling House Financial Services Limited is authorised and regulated by the Financial Conduct Authority N° 413234
© 2025 by Stirling House Financial Services
Designed by Sam Bampton Design