Description

Normally, this fund dedicates at least 80% of its investable capital, which includes its net assets and any borrowed funds (assessed at the point of purchase), to a varied portfolio of stocks from small and mid-sized companies. It has the flexibility to direct up to 25% of its net assets into international equities, encompassing those from developing markets and securities denominated in foreign currencies. Furthermore, the fund may allocate a maximum of 20% of its net assets to fixed-income instruments, such as government, corporate, or bank debt.