10% Benchmark

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The portfolio is composed entirely of global listed equities with a structural tilt toward high-growth sectors such as technology and healthcare. Historically, these sectors, combined with

broad U.S. and international exposure, have delivered long-term returns in the 8–12% range.

The 10% annual benchmark reflects the fund’s growth-oriented strategy, global diversification,

and exposure to secular investment themes. It is a realistic yet aspirational target designed to

capture long-term equity market growth, particularly from the world’s most dynamic economies.