Seeks to deliver long - term growth of
capital over a full market cycle and dividend income greater than the S&P 500 ® Index, with the potential for less volatility than the U.S. stock market
Not exact matches
Seeks to outperform the S&P 500 Index with less volatility (standard deviation)
over a
full market cycle by investing in companies that compound earnings and
capital and by taking advantage of valuation anomalies.
The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays
Capital US Aggregate Bond Index)
over a
full market cycle of highs and lows at an acceptable level of risk.
ACR International Quality Return Fund will seek is «to protect
capital from permanent impairment while providing an absolute return above the Fund's cost of
capital and a relative return above the Fund's benchmark
over a
full market cycle.»
Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide
capital appreciation
over a
full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous
markets and investments.
The strategy's secondary objective is to seek long - term
capital preservation, to generate attractive absolute and risk - adjusted returns, and to attain higher relative returns compared to its benchmark
over a
full market cycle.
Risk assets should primarily generate
capital gains
over a
full market cycle.