The investment objective of the Strategy is long-term capital growth.
The fund seeks to meet its investment objective by investing in a portfolio of equity securities that is diversified across styles, sectors and geographic regions. In managing the Strategies, the Investment Manager efficiently diversifies between growth and value equity investment styles. The Investment Manager selects growth and value equity securities by drawing from its fundamental growth and value investment disciplines to produce a blended portfolio. Normally, the Investment Manager's targeted allocation for each Strategy is an equal weighting of 50% growth stocks and 50% value stocks.