JC Investments Fund Income
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General Objective
The Fund aims to provide a mix of capital appreciation and income over the long term through investment in a multi asset portfolio, typically with a bias towards equities.
Fund Exposure
The Fund may invest in shares, transferable securities, cash, deposits, money market instruments, private equities, property, and commodities. It may use derivatives and forward transactions for Efficient Portfolio Management.
Risks
The Fund is actively managed and not constrained by a benchmark, which may lead to higher volatility and potential underperformance compared to passive funds. Additionally, the use of derivatives and exposure to different asset classes may increase the level of risk. Investors should carefully consider their risk tolerance before investing in this Fund.