Fund Description

The fund aims to achieve capital appreciation and current income by investing primarily in a diversified portfolio of equity securities, including common and preferred stocks. It invests at least 80% of its net assets in equity securities, with a focus on those that provide dividends, while the remaining assets may be allocated to non-dividend-paying equity securities and short-term instruments. Primarily investing in large-cap companies, it may also include small- and mid-cap investments. The fund employs a value-oriented strategy, seeking securities trading below intrinsic value, and emphasizes companies with sustainable business practices. The investment process includes a rigorous evaluation of financial health and management quality.