Description

The fund primarily seeks to generate income, with a secondary objective of capital growth, while consistently preserving the initial investment. It employs a disciplined strategy that balances fixed-income assets with equities known for producing higher income, always emphasizing the minimization of overall risk and market fluctuations. To achieve this, the subadviser constructs a diversified portfolio of income-generating securities that also offer potential for appreciation, and may additionally utilize options to hedge against volatility and various portfolio risks.