Anlageziel

The Fund aims to achieve long-term (5 years plus) capital growth through different economic environments. The Fund invests in derivatives and transferable securities to gain exposure to three main asset classes: debt securities, equity securities and commodities. The Fund firstly balances the risk of each of these asset classes to build the strategic allocation and secondly tactically shifts the allocations to each of the asset classes based on the market environment. The Fund aims to target 10% average volatility over a full market cycle (5 years plus); however, no assurances can be made that this target will be met.