To provide capital preservation with modest growth potential through a conservative allocation of 80% in money market instruments and 20% in high-quality fixed income securities.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. This fund is designed for risk-averse investors seeking better returns than pure money market funds while maintaining high liquidity and capital safety. The 80/20 allocation ensures stability while allowing for some yield enhancement through carefully selected bond exposure.
Past performance is not indicative of future results. Performance shown is net of fees.
| Security | Sector | Weight |
|---|---|---|
| To be determined | Various | N/A |
Holdings are subject to change. Data as of December 13, 2025.
Risk metrics calculated over 3-year period. Sharpe ratio and Alpha calculated against benchmark.
The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results. This material is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. Please read the fund prospectus and KIID before investing.
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