The portfolio seeks to achieve long-term growth of capital.
The Portfolio invests in global equity portfolios that are designed as solutions for investors who seek equity returns but also want broad diversification of the related risks across styles, sectors and geographic regions. In managing the Portfolio, the Investment Manager efficiently diversifies between growth and value equity investment styles. The Investment Manager selects growth and value equity securities by drawing from a variety of its fundamental growth and value investment disciplines to produce a blended portfolio. Normally, the Investment Manager's targeted allocation for the Portfolio is an equal weighting of 50% growth stocks and 50% value stocks.