The Fund aims to provide capital growth over the long term.
The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in the United States with the potential for long-term growth of capital using a “value” approach.
ABOUT THIS FUND
- The fund aims to mitigate losses in down markets while participating in up markets
- Disciplined valuation process that measures downside risk before upside potential
- Designed to compound returns over a full market cycle with lower volatility than peers and the index