Quarterly update
Watch the investment team recap Q4 2022.
Note: Filmed in January 2023
INVESTMENT OBJECTIVE
The Fund aims to provide a combination of income and capital growth. The Fund invests in bonds, shares, and other types of securities. The Fund may also invest in money market instruments and bank deposits. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.
ABOUT THIS FUND
- A flexible, value-conscious strategy that adjusts to changing market conditions by altering the level of exposure to different asset classes.
- Aims to provide a combination of income and the potential for capital gains over time.
- Emphasis on limiting risk and keeping costs low.
RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
