Objective:

Generate equity like returns while keeping numbers of holdings low for smaller accounts

Core principles:

• Generate equity-like returns
  Aim to achieve performance comparable to that of equity markets, offering competitive growth potential.

• Allocated across different management styles
  Diversify investments across various approaches (e.g., growth, value, momentum) to balance risk and optimize returns.

• Maintain low number of holdings for smaller accounts
  Focus on a limited selection of investments to simplify management and ensure efficient performance for smaller portfolios.