The investment seeks long-term capital appreciation and secondarily current income. The fund seeks to achieve its investment objective by investing approximately 75% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 10% (which allocation could be increased by 30% or decreased by 10%) of its assets in the underlying fixed income funds.
Fund filings (PDF) »
Nicholas Chan (Started: Dec 31, 2006)
James Park (Started: Oct 3, 2014)
Edward Tostanoski (Started: Apr 30, 2015)
William Fallon (Started: Apr 9, 2009)
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