Halifax North American Fund F

Halifax North American focuses on growing capital by primarily investing in companies included in the S&P 500 Index, ensuring that at least 80% of its holdings are within this group. The fund manager may make small adjustments by increasing or decreasing investments in certain sectors or specific companies to better position the portfolio for potential growth. This approach maintains a diversified and balanced investment strategy closely aligned with the S&P 500 while allowing for slight flexibility to seek higher returns.