Description

This fund aims to fulfill its investment objectives by normally dedicating a minimum of 80% of its overall assets (including any funds borrowed for investment purposes) to a diverse portfolio of equity instruments that generate income. These investments predominantly consist of common and preferred stocks that distribute dividends. The adviser invests in companies based both within and outside the United States. A typical feature of its strategy is to allocate at least 40% of its net assets to securities issued by companies or entities that have significant economic ties to various countries globally, specifically excluding those linked to the United States for this particular portion of the portfolio.