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The Fund seeks to provide investors with a balance of income and long-term capital appreciation by investing primarily in exchange-traded funds (“ETFs”) to gain exposure to global equity and fixed-income securities. The Fund may also invest in other mutual funds or invest directly in global equity and fixed-income securities and other asset categories. The Manager will follow a responsible approach to investing, primarily through the purchase of ETFs which seek to provide exposure to issuers who meet environmental, social, and governance (“ESG”) criteria. The Fund’s asset mix will generally be kept within the following ranges: 50% - 70% equity securities and 30% - 50% fixed-income securities.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 1999 | Now |
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