The Fund aims to provide a return, from a combination of capital growth and income.
The Fund invests between 35%-65% of its assets in the shares (equities) of mainly US companies, and between 35%-65% of its assets in debt securities and loan participations of any quality, including high yield (non-investment grade) bonds and loans (non-investment grade) issued mainly by US companies or the US issuers.
ABOUT THIS FUND
- Large-cap growth equities paired with an actively managed intermediate-term bond strategy for strong risk-adjusted return potential
- Dynamic asset allocation strategy that has the flexibility to defensively position ahead of market volatility by migrating from 35-65% equity depending on conditions
- Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors