Description

The fund typically allocates a minimum of 65% of its total assets to equities and equity-linked instruments. These investments target companies with a market valuation exceeding $1 billion, which the portfolio manager believes exhibit strong, above-average growth potential. Such companies are generally categorized as mid- to large-capitalization firms. The fund's primary equity-related holdings encompass common shares, preferred stocks that are not convertible, and various convertible securities.