The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mid-and large-size companies in the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.
Next, the research team focuses on well-established companies demonstrating above-average earnings growth potential.
The fund has the flexibility to invest its assets in the technology sector.