Description

This fund primarily aims to achieve sustained appreciation of capital over the long term, coupled with generating a consistent income stream. Its portfolio is predominantly comprised of common equities, with a strong emphasis on companies that possess a well-established history of distributing dividends. While its investment strategy generally concentrates on medium to larger market capitalization companies, the fund retains the flexibility to invest across the entire spectrum of market sizes. Furthermore, it has the discretion to allocate up to 15% of its assets to securities issued by non-U.S. entities, a limit that is applied at the time of the initial purchase.