Description

This fund aims to deliver substantial long-term capital growth and reliable monthly income to its investors. It achieves this by constructing an equally-weighted collection of premium, income-generating equities sourced from global markets, specifically excluding the United States and Canada. The investment strategy is driven by a comprehensive fundamental analysis framework, designed to enhance investor value and minimize risk throughout the investment horizon. The fund methodically identifies enterprises exhibiting appealing dividend yields and a robust capacity to expand both their business operations and their dividend payouts for shareholders. Stringent quality and financial risk assessments are additionally employed to further mitigate potential downsides. Its portfolio is extensively diversified across various industry sectors, ensuring no single sector accounts for over 20% of the fund's net asset value. To optimize its investment goals, the fund has the discretion to utilize derivative instruments, and may also participate in short selling or securities lending activities to accrue supplementary earnings. The portfolio's constituent holdings are re-evaluated and adjusted each quarter.