Description

This actively managed portfolio primarily targets mid- to large-sized companies across 23 developed nations. Utilizing a fundamental, bottom-up methodology, it selects 20 to 40 firms that exhibit consistent earnings growth. While the portfolio maintains global diversification, it allocates a significant portion, at least 50% of its assets, to US equities. Derivatives are employed to manage potential downside risks and achieve indirect market exposure. The fund plans to issue monthly distributions, if available, aiming for an annualized rate equivalent to 6% of the prior year-end Net Asset Value per unit.