Description

This fund primarily aims to generate a consistent stream of income, while also pursuing opportunities for capital growth. It consistently allocates a minimum of 80% of its portfolio to equity-based securities. The investment strategy employs a balanced asset mix, generally comprising about 50% common shares, 15% in real estate investment trusts (REITs) and related property investments, 15% in convertible securities, and 20% in preferred stocks. Within its equity holdings, the fund prioritizes securities that offer current dividend payouts and exhibit strong potential for appreciation, which often leads to an emphasis on "value" stocks in the common stock category. Its investments span both domestic and international companies.