| NASDAQ Exchange | United States Country |
This fund is designed for investors seeking a blend of equity and fixed-income exposure. It typically allocates about 40% of its assets to underlying funds that focus on fixed-income securities and about 60% to those concentrating on equities. Depending on market conditions and the fund management's strategy, the allocation between equity and fixed-income underlying funds can vary from 70%/30% to 50%/50%. This flexible allocation allows the fund to adapt to changing economic environments and opportunities. Although the fund invests in a mix of actively managed underlying funds encompassing a broad spectrum of equity-type securities, it is considered non-diversified. This means it may invest more of its assets in fewer issuers than a diversified fund.
The fund dedicates approximately 40% of its assets to this category, investing in underlying funds that primarily focus on fixed-income securities. This component aims to provide investors with a stable income stream, while potentially reducing the overall portfolio volatility.
About 60% of the fund's assets are allocated to underlying funds that mainly invest in equity securities. This portion is designed to offer capital growth opportunities by investing in a diversified mix of equity-type securities across various sectors and geographies.
The fund showcases a flexible approach in its equity/fixed-income allocation, maintaining a range between 70%/30% and 50%/50%. This allows the fund to adjust its investment strategy based on the prevailing market conditions and future outlook, seeking to balance growth with risk management.
Investments are made in various actively managed underlying funds. This strategy is aimed at leveraging expert fund management to navigate the complexities of the equity markets, striving for superior risk-adjusted returns.