The fund seeks to provide high quarterly income on a tax-efficient basis. The fund targets securities of two North American large-cap indices. To generate an enhanced tax-efficient yield, the fund uses option writing strategies in response to market conditions. The strategy also allows reduced volatility and enhanced total return. The fund can also invest in public investment funds, such as ETFs, with some capping for affiliate funds. The fund uses a quantitative approach to select securities but could employ various investment strategies, such as using derivatives, to generate income, reduce volatility, and protect capital. While targeting North American companies, the funds actively managed mandate allows it to flexibly invest, without limit, in foreign securities. The fund targets 5% yield with additional capital growth potential.