Fund description
The Fund's investment objective is to provide an attractive level of total return, primarily through long term capital appreciation and secondarily through income and gains.
The Fund invests in large capitalization U.S. common stocks, using a proprietary quantitative process designed to provide the potential for long-term outperformance. The Fund also sells call options with a notional value of up to 50% of the Fund's equity portfolio in seeking to enhance risk-adjusted performance relative to an all equity portfolio.
Important fund notice
Effective 30 May 2025, Nazar Suschko joined Maxim Kozlov, Pei Chen and David Friar as a portfolio manager of the Fund. This update did not impact the overall investment strategy.
**Distributions are currently estimated to include the following amounts from sources other than net investment income: {850CD19F-4EAF-488A-9858-81273BBD13E4_CEF-Distratepctcapitalgains}% capital gains and {EDDEA7E1-089F-4FE9-A6F0-BF01631CDB10_CEF-Distratepctretcapital}% return of capital.