The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.
Fund filings (PDF) »
David Giroux (Started: Jun 30, 2006)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA