Dynamic Global Balance

Dynamic Global Balance is an actively managed fund focused on maximizing capital growth by investing primarily in a diverse mix of global equities, interest-bearing securities, bonds, money market funds, and index-tracking investment funds. The fund employs a rule-based dynamic asset allocation strategy, allowing its equity and bond holdings to each comprise up to the entire portfolio as market conditions change. Management uses derivatives to adjust these allocations and carefully selects individual investments that incorporate environmental and social characteristics. This approach ensures the portfolio remains adaptable and aligned with growth objectives while integrating sustainable and responsible investment elements.