Description

The fund's primary objective is to achieve long-term capital appreciation for its investors. To accomplish this, under normal market conditions, it typically allocates at least 80% of its total assets to equity instruments. These investments target both U.S. and non-U.S. companies selected based on specific financial criteria and adherence to environmental, social, and governance (ESG) standards. The equity instruments it may hold are diverse, encompassing common and preferred shares, convertible securities, various depositary receipts (such as American, Global, and European Depositary Receipts), and holdings in other investment vehicles, including exchange-traded funds (ETFs) focused on equities.