Description

To achieve its investment objective, the Portfolio directs its capital into various underlying mutual funds, all overseen by the same advisor. This investment strategy is specifically tailored for individuals anticipating retirement around the year 2060, who plan to systematically draw down their investment over an extended period post-retirement. As time progresses, the Portfolio's asset mix within these component funds is designed to progressively shift, adopting a more conservative stance until it arrives at a final, stable allocation known as its "landing point."