Anlageziel

The Portfolio will be invested primarily in publicly listed global equities across multiple markets and regions. The Portfolio Manager will focus mainly on small-cap and mid-cap companies that are considered to offer an attractive combination of dividend yield, growth potential, and sound underlying fundamentals. In addition to global equity exposure, the Portfolio may, from time to time, invest in other asset classes, including fixed income instruments, options, mutual funds and leveraged products, where the Portfolio Manager believes such investments are appropriate in light of market conditions and the overall investment outlook. The allocation to these asset classes will be determined at the discretion of the Portfolio Manager. The Portfolio may also take thematic positions in specific sectors or industries where the Portfolio Manager identifies favorable fundamental opportunities.