Description

The fund's investment strategy centers on dividing its capital primarily between two core asset categories: equities and fixed-income instruments. Its equity exposure is broad, encompassing various types of stocks and investment funds that focus on equity securities. The fixed-income component similarly spans a wide range of debt securities with different maturities, including those considered lower quality, often known as high-yield or "junk" bonds. It also invests in funds that specialize in these types of debt, as well as short-term and money market instruments. Crucially, the fund is designed to maintain a consistent long-term allocation, with 85% of its assets targeted towards stocks and the remaining 15% dedicated to bonds and short-term or money market instruments.