Wellian Investment Solutions is now part of Hawksmoor Investment Management.
The Discovery Funds are multi asset funds which can provide a fully diversified managed portfolio in one fund.
The following funds are available:
Discovery Cautious
- The objective of the Fund is to provide returns through a combination of capital growth and income over a market cycle (5 years +).
Discovery Balanced
- The objective of the Fund is to provide returns through a combination of capital growth and income over a market cycle (5 years +).
Discovery Growth
- The objective of the Fund is to provide capital growth over a market cycle (5 years +).
For further information, please read the full Discovery Funds documentation, Prospectus, Key Investor Information Documents and Fact Sheets, which can be found on the Valu-Trac website: https://www.valu-trac.com/administration-services/clients/discovery/
