Description

This fund endeavors to deliver steady long-term capital growth and diminish overall risk. It accomplishes this through a portfolio of equity securities concentrated in the real estate sector, listed on major North American stock exchanges, and by actively managing the portfolio's duration. The fund's exclusive methodology for selecting investments is rooted in fundamental analysis, occasionally complemented by technical analysis to evaluate macroeconomic indicators and prevailing trends, in addition to scrutinizing company-specific growth, equity, and value attributes. To mitigate the portfolio's susceptibility to rising interest rates, it may implement hedges against interest rate fluctuations. Moreover, derivative instruments can be employed to further pursue its investment objectives, and it may engage in short selling or securities lending to earn extra income.