Description

This fund strategically allocates capital across a mix of equity and debt securities. Predominantly focused on stocks, it employs a top-down investment approach designed to deliver returns akin to the broader equity market, yet with significantly lower volatility than a portfolio invested solely in stocks. Typically, its holdings will consist of 30% to 70% in equities and 70% to 30% in debt instruments, with any residual assets maintained in cash or cash equivalents. Furthermore, the fund is permitted to invest up to 25% of its total value in foreign stocks, including European Depositary Receipts (EDRs) and American Depositary Receipts (ADRs).