The Optimal Fund Income class

The Optimal Fund primarily invests in a globally diversified mix of equity and equity-related securities, allocating at least 70% of its assets to stocks from liquid companies around the world, including those in emerging markets. It uses a quantitative approach to select stocks and actively manages the portfolio with frequent monthly rebalancing, resulting in a high turnover rate. Additionally, the fund may hold cash or incorporate other asset classes as needed to manage risk and ensure liquidity, aiming to grow the value of its investments over the long term.