The investment objective of the G&GF is to achieve a long-run return in excess of 6% while meeting or exceeding relative benchmarks in the short run.
The G&GF’s risk tolerance is considered moderate and would be described as 6 on a scale of 1-10, 10 being most aggressive and 1 being most conservative.
The investment strategy of the Green and Gold Fund is a core/non-core strategy. Indexed mutual funds and exchange traded funds are used to establish the core asset class exposure, while individual securities are selected to generate outperformance. Securities are selected using a top-down economic approach, and asset allocations are determined through strategic comparison to benchmark allocations.
Green and Gold Fund Investor Policy Statement
