Description

The fund's main objective is to achieve substantial capital growth over an extended period. It is required to commit a minimum of 80% of its net assets, including any borrowed capital, to large-capitalization equity instruments and related derivatives that possess comparable financial attributes. The portfolio manager primarily allocates investments to various forms of stocks, such as common, preferred, and convertible shares, or other financial tools whose traits mirror those of the securities found within the Russell 1000® Index.