Description

The fund's main objective is to achieve substantial long-term growth by increasing the value of its investments, with generating income serving as a secondary, less prominent aim. In line with its established investment strategy, the fund commits to dedicating at least 80% of its total assets—calculated as its net worth combined with any capital borrowed for investment purposes—to equity securities. These equities consist of both common and preferred shares issued by businesses predominantly operating in the banking or broader financial services sectors. It also includes investments in pooled funds that, in turn, hold securities of such financial industry enterprises.