The investment seeks long term capital appreciation.
The fund normally invests 100% of assets in underlying funds that invest primarily in equity securities. It may also directly invest in exchange-traded funds ("ETFs"). Variations in the target percentage allocation between underlying funds that invest primarily in equity securities and underlying funds that invest primarily in fixed income securities are permitted up to 10%. Therefore, based on a target allocation of 100% of assets to underlying equity funds, the fund may have an equity/fixed income allocation ranging to 90%/10%. It is non-diversified.
Funds Disclaimer
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Ratings Disclaimer
© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
