Description

The fund's main objective is to deliver robust overall returns over the long term, derived from both asset appreciation and consistent income generation. At least 80% of its net capital is strategically deployed into a blend of equity and fixed income instruments. These investments are meticulously selected to mirror the composition and weighting of securities found within the S&P 500 Index and the Bloomberg U.S. Treasury Index. To accomplish its financial goals, the fund is permitted to allocate a maximum of 75% of its assets to stocks and up to 55% to bonds.