INVESTMENT OBJECTIVE
The Fund’s investment objective is to obtain maximum total return, consistent with preservation of capital.
The Fund will normally invest up to 80% of its net asset value (but at all times not less than two thirds of its net asset value) in income producing securities of US issuers. The Fund may invest in preferred stock, and all types of government securities and debt securities. No more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
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
- A culture of collaboration, global integration and a research-first mentality is the cornerstone to our team’s process.
- We target repeatable performance by building a structural foundation of more optimal allocations designed to serve as a better starting point than traditional benchmarks.
- We dynamically allocate risk across market cycles and invest with conviction, with bottom-up research expected to drive excess returns.
