Utilizing a proprietary “Dynamic Asset Allocation” strategy to build a globally-diversified, multi-asset fund with an attractive risk/return profile
Actively adjusting exposures to equity, fixed income, real estate-related securities, currencies, commodity-related securities and alternative investments
Determining the relative attractiveness of various asset classes based on changing market conditions and the Investment Manager’s outlook
The Portfolio uses the benchmark shown for comparison purposes only. The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark when implementing the Portfolio’s investment strategy.
Ongoing charges include fees and certain expenses of the Portfolio as of the most recent KIID, and may be subject to a cap which is reflected above if applicable.
Holdings are subject to change without notice.
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:
