INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

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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.

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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