OBJECTIVE AND INVESTMENT POLICY
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.
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
- 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