This Fund is for you if:
- You want to have an investment that generates returns from safer investments like fixed-income instruments and you want to generate higher returns similar to stocks
- You want a portfolio that combines fixed-income and equity securities without the investment allocation limits.
- You are looking for a portfolio that dynamically shifts allocation from bonds to equities and vice versa depending on market conditions.
- You want to take advantage of opportunities in both fixed-income and equity markets through flexible portfolio allocation.
July 3, 2019
FEES AND HOLDING PERIOD
The Fund is designed to seek long-term capital appreciation by investing in equity securities and/or in government and corporate debt securities. The Fund will adopt a tactical asset allocation approach by having the ability to switch between equities, bonds and cash with a wider range in the permitted allocation between equities and fixed-income assets when needed.