Strategy

Seeks capital appreciation and income generation by:

  • Dynamically adjusting exposure to US equities, debt securities, and other asset classes

  • Flexibly adjusting investment exposures across various asset classes, either directly or through other collective investments, with the goal of building an optimal risk/return portfolio in all market conditions.

  • Employing a disciplined investment process that draws on our global research platform and multi-asset capabilities.

Portfolio Management Team



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Investment Risks to Consider

These and other risks are described in the Fund's prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Convertible securities risk
  • ABS/MBS risk
  • Counterparty and custody risk
  • Currency risk
  • Debt securities risk
  • Depositary receipts risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Hedging risk
  • Leverage risk
  • Liquidity risk
  • Market risk
  • Operational (including safekeeping of assets) risk
  • Prepayment risk
  • Real estate investment trust (REIT) risk
  • Small/mid-cap equities risk
  • Structured instruments risk


Fund Literature