The investment seeks long-term capital appreciation while managing portfolio volatility. The fund invests primarily in equity and fixed income securities, and derivatives and other instruments that have economic characteristics similar to such securities. It will invest in a combination of individual securities, ETFs and futures contracts that provide exposure to global equity markets, including large, mid- and small-cap stocks, and U.S. Treasuries. The Sub-Adviser targets an equity allocation of approximately 50% of its assets in U.S. and foreign large, mid- and small cap stocks, as well as ETFs and futures contracts that provide exposure to such stocks.