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Financial Reports & Other Important
Who Should Buy This Fund?
Consider this fund if
- you're looking for a U.S. dollar equity fund that
focuses on established companies
- you prefer a fund that seeks to track the performance
of the S&P 500 Index
- you're comfortable with medium investment risk.
Investment Objectives and Strategies
This fund's objective is to track the performance of the Standard &
Poor's 500 Total Return Index (S&P 500).
portfolio manager invests primarily in U.S. government treasury bills and other
high-quality, short-term U.S. money market instruments, while holding options,
futures and forward contracts based on the S&P 500. The portfolio manager
may also invest directly in equities that comprise the S&P 500.