The investment seeks to achieve long-term capital appreciation and preservation of capital while lowering volatility. The fund normally invests primarily in equity securities of U.S. companies. Under normal circumstances, it will allocate a portion of its total assets to structured notes, which are specially designed debt instruments, the terms of which are determined by the purchaser or issuer, and whose principal or interest payments may be linked to, and whose value would rise or fall in response to, the value of an index, a basket of securities, interest rate benchmark or other financial asset. The fund is non-diversified.
Fund filings (PDF) »
Terrence Lee (Started: Jun 10, 2011)
# Contact ?>
Lee Financial Group Hawaii, Inc, 3113 Olu Street,, Honolulu HI 96816, USA