Description

This fund aims for significant capital appreciation over an extended period. Typically, no less than 80% of its assets are committed to equity holdings in companies, both domestic (U.S.) and foreign, which satisfy predefined financial benchmarks as well as environmental, social, and governance (ESG) principles. These equity instruments encompass a broad spectrum, including common and preferred shares, convertible debt, and various depositary receipts such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs). The fund also has the flexibility to invest in units of other collective investment vehicles, specifically exchange-traded funds (ETFs) that focus on equity investments.