The investment seeks total return greater than that of its benchmark, the MSCI ACWI Index. Under normal circumstances, the fund invests (including through investment in the underlying funds) at least 80% of its assets in equities. The term "equities" refers to direct and indirect (e.g., through the underlying funds) investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and exchange-traded equity real estate investment trusts (REITs) and income trusts.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Ben Inker (Started: Nov 26, 1996)
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