Industry description
The investment seeks capital preservation and long-term capital growth.
The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that meet the Advisor's economic and ESG criteria. As part of its principal investment strategy, and under normal market conditions, the manager expects to invest at least 50% of its net assets in equity securities with market capitalizations of over $15 billion.