Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks to provide current income and preserve capital while maintaining potential for capital appreciation through multi-asset income-focused investment strategy. It invests across diverse income-generating asset classes globally including dividend-paying equities, investment-grade and high-yield bonds, preferred securities, REITs, and other income-producing securities with flexible allocation based on opportunities. The strategy emphasizes identifying attractively valued income-generating assets while managing overall portfolio yield, credit quality, and total return. Through flexible income-focused multi-asset investment, the fund provides diversified income generation with capital preservation awareness, appropriate for income-oriented investors seeking consistent distributions from globally diversified multi-asset portfolio with balanced approach to income and growth. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +8.62% | +8.62% |
| 3-Year Return | +31.15% | +9.56% |
| 5-Year Return | +28.81% | +5.19% |
| 10-Year Return | +68.15% | +5.33% |
| All Time Return | +66.30% | +4.44% |
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