The compartment will have a minimum exposure of 75% to equities, of which at least 80% will be from issuers or markets in OECD countries, and up to 20% in emerging markets, without predetermined limits on market capitalization.
The methodology for stock selection focuses on fundamental analysis of companies to identify those offering an attractive risk-return profile over the long term. Among other considerations, investments will also target companies where the founder and/or ownership remains actively involved in decision-making, seeking alignment of long-term interests with the fund’s participants.
The remaining exposure will be allocated to public or private fixed income, including deposits and money market instruments, with no restrictions on duration or credit quality.
