This Fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%. The recommended investment horizon is three years or more.

This Fund is suitable for an investor seeking long term capital growth with a medium risk tolerance. Ideal for longer term investment goals or building retirement capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 75%.  The recommended investment horizon is five years or more.

This Fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography and has a recommended investment horizon of seven years or more.

This Fund is suitable for a conservative investor seeking regular income payments. The recommended investment horizon is three years or more.