Description

This fund is designed for individuals who anticipate retiring around the year 2030 and plan to draw income from their investments throughout their retirement. Its objective is to provide a diversified portfolio spanning major asset types: equities (stocks), fixed income (bonds), and highly liquid assets (cash equivalents). The fund primarily achieves this by allocating capital to mutual funds and exchange-traded funds (ETFs) offered by its affiliated investment companies. In specific, limited scenarios, it may also strategically invest in passive ETFs managed by external advisors. Additionally, the fund retains the flexibility to directly hold individual securities and various other financial instruments.