MANAGED SELECT | CIS Fund

This strategy is suitable for the long-term goals of private investors where a specific, more predictable outcome is required. The private investor requires a high probability of achieving a specific capital amount at the end of a 7 year or longer investment horizon. The risk capacity for this goal and the long term investment horizon mean the private investor is willing to tolerate more short term volatility in an effort to achieve a higher return and capital amount at the end of the investment horizon.

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OUTCOMES-BASED INVESTING- FINAL

We all know investing is personal. When clients invest money to finance certain life events that are important to...

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