INVESTMENT OBJECTIVE
The Fund aims to obtain maximum total return, consistent with preservation of capital.
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The Fund invests up to 70% of its net asset value (but at all times not less than 60% of its net asset value) in income producing securities of US issuers.
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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.
ABOUT THIS FUND
- Culture of collaboration, global integration and respectful challenge with a research-first mentality.
- Disciplined investment process targets repeatable performance utilizing our structural foundation as a better starting point.
- Bottom-up idea generation across a diverse set of return sources, incorporating dynamic allocation through market cycles.