| INVESTMENT OBJECTIVE |
The Credential US Equity Pool aims to provide long-term growth through a combination of dividends and capital appreciation by investing mostly in common shares of a wide variety of companies in the United States.
The fundamental investment objective of the Pool may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.
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| INVESTMENT
STRATEGIES |
In order to achieve the investment objective of the Credential EnRich US Equity Pool, a comprehensive style-diversified portfolio has been constructed, to be managed by a number of sub-advisors in accordance with their respective investment styles. The sub-advisors are selected based on their complementary investment styles. Although the portion of the Pool’s assets managed by each sub-advisor may vary, our current target weighting is as follows: core-oriented 50%; and value-oriented 50%.
Each sub-advisor makes investment decisions for their portion of the portfolio. The Portfolio Manager regularly reviews the security selection and the asset weight allocations of each sub-advisor to ensure that the portfolio is optimally managed. The asset allocations available to each sub-advisor may change, if, for example, there are changes in a sub-advisor's investment style conditions or changes to the number of sub-advisors in the Pool.
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