Description

The fund's primary objective is to generate the highest possible total investment returns over a long-term horizon. To achieve this, it strategically allocates its capital across three distinct investment categories. The first is the equity segment, which includes a broad range of stocks and shares, as well as pooled investment vehicles that focus on such equity securities. Secondly, the fixed-income category comprises various debt instruments with maturities exceeding one year. This can include higher-risk, lower-rated bonds—commonly referred to as high-yield or 'junk' bonds—and funds that specialize in these types of debt securities. Finally, the short-term/money market class consists of debt securities with maturities of one year or less, alongside investment funds dedicated to these short-duration assets.