Description

The primary objectives of this investment are to provide current income and protect the initial principal. A secondary aim is to achieve long-term capital appreciation. The fund manager generally intends to deploy between 50% and 75% of assets into stocks, while dedicating 25% to 50% to fixed-income instruments, including those that can be exchanged for shares. This multi-asset approach, which incorporates Environmental, Social, and Governance (ESG) factors, is designed to reduce overall risk and volatility by blending diverse, yet synergistic, investment methodologies.