The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests dynamically in a number of global asset classes, including equity/credit, fixed-income, and inflation-linked instruments. Its investments within each asset class are generally index-based--typically, portfolios of individual securities intended to track the performance of the particular asset class and, primarily for certain types of assets such as credit assets, derivatives intended to track such performance. Equity securities will comprise no more than 75% of the fund's investments.
Fund filings (PDF) »
Michael DePalma (Started: Oct 8, 2012)
Ashwin Alankar (Started: Oct 8, 2012)
Leon Zhu (Started: Oct 8, 2012)
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