OBJECTIVE AND INVESTMENT POLICY
The Fund aims to seek long-term capital growth, consistent with preservation of capital and balanced by current income.
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The Fund invests between 35%-70% of its net asset value in equities, and between 30%-65% of its net asset value in debt securities and loan participations. At least 80% of its net asset value is invested in US companies and US issuers selected mainly for their income potential.
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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
- High-conviction large-cap growth equities paired with an active intermediate-term bond strategy
- Dynamic asset allocation strategy that has the flexibility to defensively position ahead of market volatility by migrating from 35-70% equity depending on conditions
- Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors
