| NASDAQ Exchange | US Country |
The fund is designed for investors seeking to balance their desire for income with the need to minimize risk and volatility in their investment portfolio. By employing a disciplined investment approach, the fund focuses on blending fixed income securities with higher income producing equities. This strategic blend aims to deliver a stable source of income while maintaining the potential for capital appreciation. The fund’s management, guided by its subadviser, is adept at navigating market dynamics to mitigate risks and reduce volatility, leveraging diversified income-producing securities and, when necessary, options to hedge against market uncertainties.
These are investments in bonds or other debt securities that aim to provide a steady income stream to investors. Fixed income investments are generally considered lower risk compared to equities and are a core component of the fund’s strategy to offer income while managing overall portfolio risk.
Equity investments selected for their potential to generate higher income, such as dividend-yielding stocks, are integral to the fund’s approach. These investments are chosen with an eye toward not just income but also the potential for capital appreciation, aiming to contribute to the fund's overall return.
The fund aims for diversification across various income-producing securities to spread out risk and reduce volatility. This approach encompasses both fixed income and equity investments, tailoring the portfolio to achieve a balanced exposure across different asset classes.
As part of its risk management strategy, the fund may invest in options. These financial derivatives are used to hedge against volatility and potential portfolio risks, providing a layer of protection against adverse market movements and contributing to the fund’s goal of reducing volatility.