Quarterly update
Watch the investment team recap this quarter.
INVESTMENT OBJECTIVE
The Fund aims to provide a return, from a combination of capital growth and income, while seeking to limit losses to capital (although not guaranteed).
The Fund aims to provide a return, from a combination of capital growth and income, while seeking to limit losses to capital (although not guaranteed).
The Fund aims to provide a return, from a combination of capital growth and income, while seeking to limit losses to capital (although not guaranteed).
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 35-65% equity depending on conditions
- Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors