This fund aims to deliver long-term capital growth, generate ongoing income, and safeguard investors' principal. It achieves these goals by investing in a diversified portfolio of both equity and fixed income assets. Typically, the fund allocates around 65% of its net assets to stocks and 35% to fixed income instruments, although this proportion may be adjusted based on market dynamics. A minimum of 25% of its net assets must be invested in senior fixed income securities, and it retains the option to allocate up to 35% of its net assets to international securities.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
