Fund Description

The fund pursues its investment objective by primarily investing in dividend-paying common stocks that demonstrate strong growth potential. The portfolio management employs a bottom-up approach to select investments, assessing companies individually to identify attractive opportunities aligned with the fund's investment policies. Fundamental analysis may focus on factors such as returns on capital, balance sheet flexibility, and dividend growth potential. Securities may be sold if they reach or exceed target values, if the investment thesis changes, or for sector rebalancing. Additionally, the portfolio management integrates environmental, social, and governance (ESG) risks and opportunities into its analysis, utilizing issuer reports, third-party data, and direct engagement with issuers to inform investment decisions.