CONREN - Generations Family Business Equity SF

CONREN – Generations Family Business Eq. focuses on achieving growth by investing primarily in stocks, dedicating at least 51% of its portfolio to equities. Beyond equities, the fund diversifies its investments by including bonds, money market instruments, certificates, and various structured products like convertible and option-linked bonds. It also invests in target funds and uses derivatives to either manage risk or boost potential returns. Additionally, up to 10% of the fund’s assets can be allocated to other mutual funds, enhancing the overall diversification of the portfolio.