The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies expected to benefit from the development and use of science and/or technology. While most assets will typically be invested in U.S. common stocks, it may invest in foreign stocks in keeping with the fund's objectives. The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
Fund filings (PDF) »
Kennard Allen (Started: Jan 1, 2009)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA